Fundsmith Equity Fund
687.70p T Class Acc, 22 Jun 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.

 
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UK Investor Magazine - An introduction to Smithson Equity Fund

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Simon Barnard, Lead Portfolio Manager of the Smithson Equity Fund, discusses the fund’s investment approach, portfolio positioning, key holdings, recent additions, and why he remains optimistic about opportunities in small and mid-cap companies.

Please note that this video was produced by UK Investor Magazine under their editorial control. The value of the Smithson Equity Fund may fall and you may get back less than you invested. Reference to specific companies in the video is not an investment recommendation. No investment is suitable in all cases and if you are unsure you should seek financial advice.

Watch the interview here: https://ukinvestormagazine.co.uk/an-introduction-to-smithson-equity-fund/

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