Fundsmith Equity Fund
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688.71p T Class Acc, 17 Jun 25
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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2025 to 5 April 2026 the overall investment limit is £20,000.

 

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A Fundsmith ISA is a tax-efficient account for UK residents to invest in Fundsmith's equity funds with tax-free growth and returns.

HOW IT WORKS

At Fundsmith, we exclusively offer a Stocks & Shares ISA which can only be invested in Fundsmith funds. To learn more about the funds we invest in, please read the KIID and visit the factsheet page.

The funds aim to provide long-term capital growth by investing in businesses that can sustain a high return on operating capital employed.

Annual ISA allowance:

You can contribute up to £20,000 for tax year 2025-2026. You can invest a lump sum of money, minimum £1000, or set up a monthly payment direct debit of a minimum of £100 per month. This should be seen as a long-term investment, a minimum of five years.

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Flexibility:

While the Fundsmith ISA is designed for long-term investing, you have the flexibility to withdraw your money if needed. However, once you withdraw funds from your ISA, you cannot replace them and additions will be considered further contributions from your annual allowance.

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Tax-free returns:

Enjoy tax-free growth with no tax on interest or capital gains within your Fundsmith ISA.

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Transfers:

You can transfer existing ISAs from other providers to Fundsmith Equity Fund.

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Junior ISA:

Fundsmith Equity Fund offers Junior ISAs for UK resident children under 18, with an annual allowance of £9,000.

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Risks

The value of your investment may fall and you may get back less than you invested. Tax benefits are subject to change and their value to you will depend on your circumstances. No investment is suitable in all cases. If you are unsure of an investment please speak to a financial advisor.

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Our fees explained

  • The funds charge annual management charges (AMCs) depending on the class of the fund. For example, the T Class (investments under £5 million) - 1.0% charge
  • This fee covers the management and administration of the fund.
  • The fund itself also incurs some costs that are set out in the prospectus.
  • There are no imposed fees such as performance fees, upfront fees, or fees for debt or derivatives.

Note

  • Direct debits are taken on the 1st day of each month and must be set up 10 working days before.
  • Shares should be considered a long-term investment, with a minimum recommended holding period of at least five years.
  • For more information about the Fundsmith's investment philosophy, please read the Owner's Manual that can be found at www.fundsmith.co.uk