Lindsell Train Investment Trust Plc(LTI)
GBP --+0.00%
Reward40Moderate
Risk31Moderate
📊75%Data
7.1% dividend yield · Revenue down 100% YoY
LTI
+0.0 · +0.00%
GBP · LSE
Lindsell Train Investment Trust Plc | Financial Services
Dividend King
Market Cap:120.00M
ℹ️
Reward Rating
40
Moderate
Bottom 10% (model universe)
75% data coverage
ℹ️
Risk Rating
31
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on LTI to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Lindsell Train Investment Trust Plc?

Lindsell Train Investment Trust Plc is an closed-ended balanced mutual fund of funds launched and managed by Lindsell Train Limited.

LTI · Verdict

Moderate reward · moderate risk

LTI stands out on balance sheet and volatility, but watch the growth signal.

Based on 88% data coverage

LTI · Verdict

What’s working & what to watch

Strengths 2

  • Balance sheet86/100

    Current ratio 23.92

  • Volatility80/100

    Top decile vs peers

Watchouts 2

  • Growth27/100

    Earnings +1.5% CAGR

  • Profitability40/100

    -4% return on equity

Model-based scoring. For information only — not financial advice.

What is Lindsell Train Investment Trust Plc?

Lindsell Train Investment Trust Plc is an closed-ended balanced mutual fund of funds launched and managed by Lindsell Train Limited. The fund invests in public equity and fixed income markets across the globe. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 120.00M, and a P/E ratio of 0.2x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue growth is subdued, limiting near-term earnings expansion.
💰 Profitability
Profitability metrics are mixed — margins may be under pressure.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (40)

The scoring profile indicates limited reward potential at this time, with valuation and momentum offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap120.00M
P/E Ratio0.2025
Dividend Yield7.12%
52 Week High8.5022
52 Week Low5.72
Last AnnualMarch
IPO DateN/A
IncorporatedUK
Shares Outstanding20M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.372
CurrencyGBP