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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Brewin Dolphin - More Straight Talking with Terry Smith

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This week Ben Gutteridge interviews internationally acclaimed money manager Terry Smith, Chief Executive & CIO of Fundsmith. First on the agenda is Fundsmith’s Investment Philosophy which governs the decision making process but also shows clear differentiation from the competition. The conversations then turns to market related matters where Terry shares his non-mainstream view on quantitative easing. Rounding out the discussion Terry reveals his outlook for areas of Technology and Beverages.


Click here for the full Brewin Dolphin podcast.


Ben Gutteridge & Terry Smith 

Brewin Dolphin