• What we are saying

    What we are saying

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    What others are saying

  • What Terry Smith is saying

    What Terry Smith is saying

Fundsmith Equity Fund Awarded OBSR Rating

The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has been awarded a Bronze Rating by Morningstar OBSR. 
Morningstar OBSR cited how the Fund’s investment principles are likely to resonate strongly with many investors, making it a strong choice for those seeking a lower-risk global equity fund. Whilst it is early days for the Fund, Terry Smith’s long-term, distinctive approach and strong focus on delivering consistent, positive risk-adjusted returns again make this a strong choice. Furthermore, communication with clients is of the highest order and investors’ interests are truly aligned with those of Fundsmith who stand out with their client focused, long-term investment approach.
Terry Smith, Founder and Chief Executive of Fundsmith, said: 
“I am delighted to have received this Morningstar OBSR Rating that clearly recognises both our investment principles and the alignment of our investors’ interests alongside our own.”