Lindsell Train Limited

• Finsbury Growth & Income Trust PLC Factsheet ↗ Finsbury Growth & Income Trust argues that Rightmove’s engagement, proprietary data and AI tools strengthen its platform despite weak UK housing activity. It also cites Sage and LSEG as data-rich incumbents benefiting from AI, and initiated two small new holdings in businesses with underexploited proprietary data. July RMVEY $3.6BLDNXF $58BSGGEF $13B
• UK Equity Fund Monthly Report | Factsheet ↗ Rightmove’s resilient consumer engagement and proprietary property data support the view that AI strengthens rather than disintermediates its platform. Sage and London Stock Exchange Group similarly showed how proprietary data and AI tools can support growth, prompting two small new positions in data-rich businesses. July 2026 RMVEY $3.6BLDNXF $58BSAGI delisted

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