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Lindsell train global equity

Oliver1191
Oliver1191 Posts: 132 Forumite
Fourth Anniversary 100 Posts
in Savings & investments
Hi all,

Does anyone know why this fund is falling in price by quite a % each day?

Obviously this will happen, just wondering if there was a reason for it.
«13456

Comments

  • A_T
    A_T Posts: 975 Forumite
    Part of the Furniture 500 Posts Name Dropper
    Sterling rising.
  • GBY
    GBY Posts: 80 Forumite
    Part of the Furniture Combo Breaker
    Unilver shares have lost some value lately
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Oliver1191 wrote: »
    Obviously this will happen, just wondering if there was a reason for it.

    Set up a fantasy portfolio and track the top 10 holdings. When buying a concentrated fund advisable to know the companies that the managers have invested in. You might have a different opinion to them.
  • bostonerimus
    bostonerimus Posts: 5,617 Forumite
    Sixth Anniversary 1,000 Posts Name Dropper
    Oliver1191 wrote: »
    Hi all,

    Does anyone know why this fund is falling in price by quite a % each day?

    Obviously this will happen, just wondering if there was a reason for it.

    This is just the usual ups and downs of a stock fund, but given the small number of holdings you should expect to see some volatility.

    Take a look at the YTD for the IT if you want to see some real volatility.
    “So we beat on, boats against the current, borne back ceaselessly into the past.”
  • SonOf
    SonOf Posts: 2,631 Forumite
    1,000 Posts Fourth Anniversary
    LT is going through market-style rotation out of growth stocks into value stocks. The period of change will typically result in underperformance. The changes were expected considering the investment style and has had an impact on similar funds as well.
  • stehouk
    stehouk Posts: 413 Forumite
    Sixth Anniversary 100 Posts
    edited 22 October 2019 at 9:01AM
    I will have to stop checking it but the HL app makes it too easy to log in and have a peek,
    I was looking on the line last night but couldn't see anything significant apart from the HL topic.
  • coyrls
    coyrls Posts: 2,518 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    stehouk wrote: »
    I will have to stop checking it but the HL app makes it too easy to log in and have a peek,
    I was looking on the line last night but couldn't see anything significant apart from the HL topic.
    Are you giving all your other investments the same level of scrutiny?
  • stehouk
    stehouk Posts: 413 Forumite
    Sixth Anniversary 100 Posts
    yes i do,
    i'm not a chuck it in and forget about it sort of person.
  • SonOf
    SonOf Posts: 2,631 Forumite
    1,000 Posts Fourth Anniversary
    stehouk wrote: »
    yes i do,
    i'm not a chuck it in and forget about it sort of person.

    But are you able to analyse the info and form an informed opinion from it?
    You said in #1 that you didn't know why it was behaving as it was.
  • Thrugelmir
    Thrugelmir Posts: 89,546 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    stehouk wrote: »
    I will have to stop checking it but the HL app makes it too easy to log in and have a peek,
    I was looking on the line last night but couldn't see anything significant apart from the HL topic.

    In the news yesterday. Japanese exports fell for the 10th consecutive month. Another indication of the wider woes of global trade.
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