Fundsmith Equity Fund
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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 tax year 6th April 2021 to 5th April 2022, the overall investment limit is £20,000.00. You may only open one stocks and shares ISA per tax year.

 
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Fundsmith Equity Fund Wins Six Awards

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Fundsmith LLP and the Fundsmith Equity Fund (‘the Fund’) have won six industry awards in recognition of the Fund’s performance and its simple investment approach.

  • Portfolio Adviser: Platinum Award in Global Equity category
  • Rayner Spencer Mills Research: Best Alpha Generation Global Equity
  • InvestmentEurope: Global Fund Manager of the Year and Specialist Group of the Year
  • Investors Chronicle: Best Unit Trust
  • Moneywise: Global Fund

A judging panel of experienced wealth managers, representing Portfolio Adviser’s readers, awarded the Fundsmith Equity Fund with the Platinum Award in the ‘Global Equity’ category at the PA Fund Awards 2017.

Leading fund research and ratings group, Rayner Spencer Mills Research, awarded the Fundsmith Equity Fund ‘Best Alpha Generation Global Equity’ at their 2016 awards. The awards recognise fund managers that are most valued by the adviser community.

InvestmentEurope chose Fundsmith as the winner of two awards in the ‘Global’ and ‘Specialist of the Year’ categories at its Fund Manager of the Year Awards 2016/17. Based on a quantitative and qualitative methodology with data provided by Morningstar, the awards recognise funds offering sustained, risk adjusted rewards to investors.

Readers of the Financial Times and Investors Chronicle selected Fundsmith as the ‘Best Unit Trust’ at the Investors Chronicle Investment and Wealth Management Awards 2016.

Fundsmith also won the ‘Global’ category at the Moneywise Fund Awards 2016. Moneywise determined its winner by looking at the top 20 retail funds over three years and aggregating their performance over three, five and, where possible, seven years. The Fundsmith Equity Fund is a member of Moneywise’s First 50 Funds for beginners.

Fundsmith Equity Fund

The Fundsmith Equity Fund offers investors a high quality, concentrated portfolio of 20-30 resilient global growth companies which are held for the long term. Since inception to the 31st December 2016, the fund’s AUM has grown to £9.1bn and it has delivered a total return of 196.6%.