Fundsmith Equity Fund
682.13p T Class Acc, 11 Sept 26

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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 2026 to 5 April 2027 the overall investment limit is £20,000.

A Junior ISA, or JISA, is a tax efficient savings account for children resident in the UK, taken out and managed by a parent or legal guardian on the child’s behalf; the money belongs to the child and all income and capital gains are free of UK tax and do not need to be declared on a tax return, and for the current tax year, 6 April 2026 to 5 April 2027, the annual subscription limit is £9,000 per child.

 
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Beware of "Capitalsmith" and other fraudulent investment scams

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We have recently become aware of a fraudulent company called "Capitalsmith," falsely claiming to represent or be connected with Fundsmith. Please note that Capitalsmith has no affiliation whatsoever with Fundsmith.

Beware of criminals who pose as members of our team, make false claims about trading ideas, request money, or ask you to click links to download files. Fundsmith will never provide investment advice or communicate directly through social media channels. This includes Telegram. Fundsmith does not operate, endorse, or associate with any Telegram groups or channels, and we are not affiliated with any that claim to represent us. Any such group is fraudulent and should be treated with caution.

Please report any fake groups to us at cybersecurity@fundsmith.co.uk. We will take steps to have these groups removed.

For further assistance or if you have any concerns, you can call us on 0330 123 1815.

Additionally, you may report any suspicious firm or scam directly to the FCA by contacting their Consumer Helpline on 0800 111 6768 or via their online reporting form.

Please refer to the FCA’s scam prevention guide for more tips on staying safe.

How to block and report on WhatsApp:
Click here for instructions

Additional Guidance: