February 14, 2014
According to Citywire, this rating places Terry Smith in an elite group of only 154 managers globally to receive a AAA rating in February. Citywire tracks 9,446 managers around the world and so this ranks him in the top 1.6% of all fund managers tracked by the organisation.
January 10, 2014
Fundsmith today announces that independent rating agency Financial Express has awarded the Fundsmith Equity Fund (“Fundsmith Equity” or the “Fund”) the highest score of five FE Crowns.
December 05, 2013
Fundsmith announces the appointment of Elizabeth Para as Institutional Sales Director. Elizabeth is to be responsible for Fundsmith’s relationships with UK and European institutional investors and the investment consulting community.
November 04, 2013
The Fundsmith Equity Fund, launched on 1st November 2010 by Terry Smith as the main vehicle for his own investments, has delivered a compound return of 17.3% p.a. since inception and a total return of 61.2%.
September 24, 2013
S&P Capital IQ Fund Research announced today that it has maintained its Gold grading of the Fundsmith Equity Fund.
June 20, 2013
Terry Smith, who launched and manages the Fundsmith Equity Fund, has been awarded a AA Rating by Citywire.
January 08, 2013
Fundsmith today announces that it has launched a regular withdrawal facility enabling investors to elect to receive a set level of periodic cash from the redemption of units in their holding of the Fundsmith Equity Fund which will be automatically remitted to their bank account.
December 19, 2012
S&P Capital IQ Fund Research announced today that it has assigned a Gold grading to the Fundsmith Equity Fund.
December 11, 2012
Fundsmith announces that the Fundsmith Equity Fund is now available on the UK's largest independent platform for retail investors, Cofunds Retail.
September 17, 2012
The Fundsmith Equity Fund, launched in November 2010 by Terry Smith as the main vehicle for his own investments, has set a new standard in portfolio turnover delivering a negative portfolio turnover of -0.19% for the period to 30th June 2012.
March 07, 2014
In this centenary year of what contemporaries called the Great War and we now call the first world war – because it became necessary to number them – what can we learn from the changes in the constituents of the stock market over the intervening century?
February 22, 2014
In 2011, the legendary investor Warren Buffett caused a stir by announcing Berkshire Hathaway’s first major investment in a technology company, an area of the market he had always avoided, claiming that he didn’t understand it.
January 24, 2014
July 01, 2013
Phone 0330 123 1815
An English language prospectus for the Fundsmith Equity Fund is available on request and via the Fundsmith website and investors should consult this document before purchasing shares in the fund. Past performance is not necessarily a guide to future performance. The value of investments and the income from them may fall as well as rise and be affected by changes in exchange rates, and you may not get back the amount of your original investment. Fundsmith LLP does not offer investment advice or make any recommendations regarding the suitability of its product. This financial promotion is intended for UK residents only and is communicated by Fundsmith LLP which is authorised and regulated by the Financial Conduct Authority.