WS Lindsell Train UK Equity Fund

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WS Lindsell Train UK Equity Fund Accumulation

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

548.26p

arrow-up0.49p (+0.09%)

Fund Code

LTUEA

B18B9X7

GB00B18B9X76

Prices updated as at 15 May 2025
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Prices in GBX
Investment objective
The investment seeks to achieve capital and income growth and provide a total return in excess of that of the FTSE All-Share Total Return Index, over any five-year period, after all costs and charges have been taken. To invest at least 70% of its assets directly in the shares of companies incorporated or domiciled in the United Kingdom. Up to 10% of assets may be invested in companies that are listed on an exchange in the United Kingdom.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 1517.186.59
31 Mar 15 - 31 Mar 164.13-3.91
31 Mar 16 - 31 Mar 1715.6518.76
31 Mar 17 - 31 Mar 188.380.61
31 Mar 18 - 31 Mar 1912.925.09
31 Mar 19 - 31 Mar 20-5.80-18.97
31 Mar 20 - 31 Mar 2115.3230.63
31 Mar 21 - 31 Mar 225.409.86
31 Mar 22 - 31 Mar 236.732.09
31 Mar 23 - 31 Mar 240.257.84
31 Mar 24 - 31 Mar 250.308.50

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.94-0.02
1 Month6.297.35
3 Months-1.02-0.70
6 Months7.086.57
1 Year3.594.94
3 Years annualised5.387.99
5 Years annualised5.5210.84
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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