Fundsmith Equity Fund
709.00p T Class Acc, 24 Apr 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 Joins Cofunds Retail Platform

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Fundsmith announces that the Fundsmith Equity Fund is now available on the UK's largest independent platform for retail investors, Cofunds Retail. The Fundsmith Equity Fund is also available on the following platforms:  Ascentric, AXA Elevate, Cofunds Institutional,  Fidelity FundsNetwork, Moventum, Novia, Nucleus, Pershing Nexus, Skandia, Standard Life, Transact, and True Potential.

 

The Fundsmith Equity Fund, founded by Terry Smith, was launched in November 2010, offering investors a high quality, concentrated portfolio of 20-30 resilient global growth companies which are held for the long term and has increased by 31.2% since inception to 30th November 2012.