Fundsmith Equity Fund
698.35p T Class Acc, 04 Nov 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 and fraudulent websites

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Beware of phishing emails purporting to be from members of the Fundsmith team requesting money transfers or asking you to click a link to download a file.

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.

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.

Fundsmith will never ask for payment via a link or attachment on an email.

We are aware of two bogus domains that have recently been registered:

  • FUNDSMITHEQUITY.CO.UK
  • FUNDSMITHS.EU

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

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

We are also aware of a Whatsapp group called “Stock market enthusiasts alliance 88” led by people purporting to work at Fundsmith. This is a bogus claim and we advise all clients to block this and other Whatsapp groups making similar claims.

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 guide 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