Nick Train

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Manager factsheet

Nick Train
Frostrow Capital LLP, Lindsell Train
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Manager profile

Nick co-founded Lindsell Train Limited in 2000 and is the firm’s Chairman. He is the portfolio manager for UK equity portfolios and jointly manages Global equity portfolios. Nick has over 40 years’ experience in investment management. 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 at GT Management where his final role was as Chief Investment Officer for Pan-Europe, having built long investment track records in both UK and Global equities. Nick has a degree in Modern History from the University of Oxford.

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Nick Train is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 24.4 years

+9.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Nick Train	4.3	-4.9	-1.0	39.5	142.9
Peer Group Composite	17.9	11.5	32.5	46.0	97.2
Over / Under	-13.6	-16.4	-33.5	-6.5	45.7

Total return for Nick Train

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Nick Train

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Nick Train	4.3	-5.1	-4.0	5.1	0.0	18.7	18.7	14.9	24.0	22.0
Peer Group Composite	17.9	1.6	-6.9	17.5	1.1	10.9	-0.6	17.7	10.3	4.0
Over / Under	-13.6	-6.7	2.9	-12.4	-1.1	7.8	19.3	-2.8	13.7	18.0

Performance vs peer group composite: Nick Train

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Finsbury Growth & Income Trust PLC	Lead manager	IT UK Equity Income	since Dec 11 2000 to present
Lindsell Train IT plc	Lead manager	IT Global	since Jan 22 2001 to present
WS Lindsell Train UK Equity	Lead manager	IA UK All Companies	since Jul 10 2006 to present
Lindsell Train Global Equity	Co-managed	IA Global	since Mar 16 2011 to present

Funds managed previously

Fund	Periods

Lindsell Train Global Media	since Nov 22 2001 to fund close
Invesco Invesco Income Growth Trust plc	since Mar 27 1996 to Dec 31 1998
M&G UK Select Fund	since Sep 01 1998 to Apr 30 2000
M&G Global Sustain Paris Aligned	since Sep 01 1998 to Apr 26 2000