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Data as at: 09/01/2025
Fund manager benchmark
MSCI World Index TR GBP
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Lindsell Train Investment Trust | Share price total return | -1.4 | -32.8 | -10.3 | 190.3 |
| Global AIC sector | Share price total return | 23.5 | 0.6 | 57.6 | 236.8 |
| Lindsell Train Investment Trust | NAV total return | 2.6 | -3.2 | 16.2 | 293.9 |
| Global AIC sector | NAV total return | 24.1 | 8.5 | 73.5 | 244.1 |
| Morningstar Developed Markets * | Total return | 23.1 | 33.2 | 74.3 | 214 |
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Discrete annual performance (%)
| Return type | 09/01/20 - 21 | 09/01/21 - 22 | 09/01/22 - 23 | 09/01/23 - 24 | 09/01/24 - 25 | |
|---|---|---|---|---|---|---|
| Lindsell Train Investment Trust | Share price total return | 32.7 | -2.9 | -22.5 | -11.1 | -1.4 |
| Lindsell Train Investment Trust | NAV total return | 17.8 | 1.7 | -8.8 | 4.0 | 2.6 |
| Morningstar Developed Markets * | Total return | 13 | 30.8 | -5.3 | 14.3 | 23.1 |
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.
Interactive graph
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
