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IN FOCUS

LINDSELL TRAIN REVIEW

Lindsell Train was established in 2000 by Michael Lindsell and Nick Train and was founded on the shared investment philosophy of holding a low volume of high-quality stocks for the long term, a strategy they developed while they worked together during the early 1990s.

 

Today Lindsell Train manages £18.4 billion of client assets in a small range of funds that are consistently among the most purchased funds in the UK.

 

In this report, we analyse the performance and sector ranking of each Lindsell Train fund.

                  

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IN FOCUS INCLUDES
  • The 1mth, 3mth, 6mth & 1, 3 & 5-year performance and sector rank for each Lindsell Train fund.
  • Factsheets including asset allocation and underlying holdings for each Lindsell Train fund.
  • Comprehensive analysis of Lindsell Train and their funds performance.
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HOW HARGREAVES LANSDOWN & NEIL WOODFORD'S RELATIONSHIP COST INVESTORS

Hargreaves Lansdown has been one of Woodford’s biggest supporters regularly recommending his funds to their £1.2 million clients, and even holding sizeable shares in them through their popular range of Multi-Manager funds.

 

The fallout has led to MPs demanding Hargreaves Lansdown detail the financial extent of their relationship with Woodford, asking questions as to why they continued to promote Woodford’s funds even though they have consistently been the worst performers in their sector.

 

In this report, we look into the fees both Hargreaves Lansdown and Neil Woodford generated through their relationship and how much investing in Woodford’s funds has cost investors.

 

BLACKROCK REVIEW

In just over 30 years BlackRock has evolved from an eight-person startup to a Global giant that manages more assets than any other Investment manager. They generated more than £800 billion of net inflows this past 5 years and their total assets under management currently stand at £5.19 Trillion, which exceeds the size of Germany’s economy.

 

BlackRock’s rise to the largest Investment Manager in the World is remarkable, and through their range of funds, and that of their popular iShares brand, the amount of client assets they manage grew on average by £4.4 billion per week in 2018.

 

As a company, BlackRock has delivered huge growth, but how have their funds performed for their clients? In this report, we analyse the performance and sector ranking of 193 BlackRock funds and 726 iShares funds and identify which of their funds have performed the best and which have struggled.

ROYAL LONDON REVIEW

Royal London is the largest mutual life, pensions and investment company in the UK, with Group funds under management of around £123.4 billion.

 

In this review, we analysed the performance and sector ranking of all unit trust & OEIC funds, Life funds and Pension funds managed by Royal London Group companies.

 

Although a proportion of these funds have consistently been among the best performers in their sector, our report identifies that 67.1% of the 389 funds analysed have consistently underperformed compared to their peers.

 

To identify the performance and sector ranking for each of Royal London’s 46 unit trust & OEIC funds we compared their returns to every other competing fund within the same sector over the recent 1, 3 & 5year period, up to 1st June 2019.

Where All Our Research Comes Together!

Each month our research team round up their findings in an easy to read magazine, which UK wide, has more than 22,000 subscribers. Join our community of empowered investors and gain the specialist knowledge to invest more efficiently.

Monthly Top Fund Reports

Access our monthly top fund reports and fund manager league tables. Identify the funds and fund managers that consistently perform better than their peers across all investment sectors.

Top Performing Portfolios

6 risk based portfolios researched and developed by our in-house research team. Includes hand-picked funds that have consistently out performed all other same sector funds.

Fund Manager Reviews

Detailed fund information, charges, performance and ranking statistics for your favourite fund managers. Find out which fund managers are performing better producing better value for investors.

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