Fundsmith Equity Fund
728.01p T Class Acc, 06 Dec 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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Beware of Email Phishing

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Beware of phishing emails purporting to be from members of the fundsmith team requesting money transfers.

Fundsmith take cyber security very seriously, please use the below as a guidance to keep safe online especially when it comes to communicating with Fundsmith.

  1. If you’re not expecting an email from someone at Fundsmith then this may not be legitimate. Please do not reply and report it to us at cybersecurity@fundsmith.co.uk
  2. Fundsmith will never ask for payment via a link or attachment on an email.
  3. If you do not have sufficient email protection, then there is a chance that the email address displayed in the email looks like a valid email until you click on reply and the email changes to a different email address – see below as an example. Please do not reply and report it to us.

Visible in the email header

From: Fundsmith <email@fundsmith.co.uk>

Not visible in the email but visible in the header information of the email and when replying:

Reply-To: email@fundsmth.co.uk

The bogus domain name could be:

FUNDSMTH.CO.UK
FUNDSMTIH.CO.UK
FUNDSSMITH.CO.UK

FUNDSSMTH.CO.UK

We strongly urge all clients to consider blocking emails from these domains and be aware of the potential for fake information or money requests, malicious attachments or links coming from emails from these domains or other imitators.

Fundsmith is monitoring the situation and liaising with domain registrars to have these domains closed.

If you have any queries on this, please contact us on 0330 123 1815.

You can also report a firm or scam to the FCA by contacting their Consumer Helpline on 0800 111 6768 or using their reporting form

Specifically we recommend following the FCA's 10 steps to avoid scams from unauthorised firms which can be found by clicking the link below;

https://www.fca.org.uk/consumers/avoid-scams-unauthorised-firms