Fundsmith Equity Fund
692.28p T Class Acc, 23 Jul 24

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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 2024 to 5 April 2025 the overall investment limit is £20,000 (excluding the British ISA which has a separate £5,000 limit).

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Fundsmith Equity Fund Awarded OBSR Rating

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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.”