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 Equity Fund maintains S&P Capital IQ Gold Grading

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S&P Capital IQ Fund Research announced today that it has maintained its Gold grading of the Fundsmith Equity Fund. 

S&P commented: “Over the life of this fund, performance has been very impressive, with the manager able to take advantage of market conditions that have clearly favoured his style of investing. The consistent research-led approach and the successful track record of the strategy result in the fund achieving an S&P Capital IQ Gold grading.”


The Fundsmith Equity Fund was first assigned a Gold grading in December 2012, when it first qualfied for review with a two-year performance track record.