Lindsell Train Investment Trust
| Holding | % |
|---|---|
| Lindsell Train Limited | 46.27 % |
| Diageo PLC | 7.13 % |
| London Stock Exchange Group PLC | 6.48 % |
| Barr (A G) PLC | 5.64 % |
| Nintendo Co Ltd | 5.63 % |
| Unilever PLC | 5.42 % |
| PayPal Holdings Inc | 4.58 % |
| Heineken Holding NV | 3.63 % |
| RELX PLC | 3.35 % |
| Mondelez International Inc Class A | 3.30 % |
| Region | % |
|---|---|
| United Kingdom | 77.86 % |
| United States | 9.29 % |
| Japan | 8.10 % |
| Sector | % |
|---|---|
| Consumer Defensive | 52.63 % |
| Financial Services | 22.10 % |
| Consumer Cyclical | 12.19 % |
| Technology | 11.97 % |
Managers
James Bullock
Joined 03/31/2018
James is Portfolio Manager for global equity accounts having joined Lindsell Train in October 2010. He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.
Michael Lindsell
Joined 01/22/2001
Michael Lindsell co-founded Lindsell Train Limited in 2000. He is the portfolio manager for Japanese equity portfolios and jointly manages Global portfolios.Before founding Lindsell Train he spent seven years at GT Management, first as CIO.Following the acquisition of GT by Invesco in 1998 he was appointed head of the combined global product team.His previous experience included working at Mercury Asset Management where he was director and head of Japanese fund management,at Scimitar Asset Management where he ran Pacific and Japanese mandates and at Lazard Brothers as an investment manager.
Nick Train
Joined 01/22/2001
Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director. Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.
Data provided by Morningstar.
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