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Lump Sum (Debit Card)Minimum £1000

Monthly Payments (Direct Debit)Minimum £100 PCM

No ISA

Helping you make the right decision

Owners Manual

Most fund managers will send you a glossy brochure. At Fundsmith we want you to have an Owner’s Manual. Why? Because your understanding of what we are trying to achieve and how we will approach it is a critical element in enabling us to attain our goal.

Owners Manual

Key Investor Information Docs (KIID)

These documents provide you with key investor information about this fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You are advised to read them so you can make an informed decision about whether to invest. If you are unsure about the suitability of this fund, please consult a financial adviser.

T Class KIID (For Direct Retail Investors)
R Class KIID (For Advised Non-UK Retail Investors)
I Class KIID (For Institutional Investors)

Ready to apply?

APPLICATION FORMS - DIRECT INVESTOR - T CLASS (1% AMC)

If you are a direct investor and wish to benefit from our 1% Annual Management Charge you should use these T Class Application Forms. If you are unsure about the suitability of this fund, please consult a financial adviser.

APPLICATION FORM - INSTITUTIONAL (CORPORATES AND ENTITIES)

This form is for corporate entities to invest. Also used for Non-UK individuals.

General Application Form

APPLICATION FORM - ADVISED INVESTORS ISA

This form is for clients who have received advice from a financial advisor.

Advised Investors ISA

APPLICATION FORMS - ADDITIONAL PERMITTED SUBSCRIPTION (APS)

These forms can be used to open an APS ISA with Fundsmith. They can also be used to transfer an APS allowance, invest cash or transfer ‘in-specie’ into the Fundsmith APS ISA. We recommend that you read the General Guidance document before completing any forms.

TRANSFERS

TRANSFER FORMS - ISA

If you wish to transfer your ISA, JISA or CTF from another ISA manager, please use the relevant form.

TRANSFER FORMS – NON-ISA

If you wish to move your units in-specie from one account to another, you can complete the Stock Transfer Form.

Forms for existing investors

Withdrawals

If you wish to make an ad-hoc withdrawal, please complete a Form of Renunciation. If you wish to withdraw a portion of your investment on a regular basis as ‘income’, please use the Regular Withdrawal Form.

How we're doing

Reports & Accounts

German Investor Daily Tax Reporting

If you are a German Investor in our fund please download the spreadsheet below which will provide you with the publication of tax figures as part of the annual tax reporting.

German Tax Reporting Data

Best Execution Policy and Reporting

Complaints Handling Process

Fundsmith Equity Fund - Complaints Handling Process Summary

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.