Fundsmith Equity Fund
619.56p T Class Acc, 19 Aug 22

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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 2022 to 5th April 2023, the overall investment limit is £20,000.00. You may only open one stocks and shares ISA per tax year.

 

Archive

  1. FTAdviser

    FTAdviser - Terry Smith: How I built my £26bn fund

    The Forest Gate district of east London has changed over the past decade, the bars selling craft beers and exotic cocktails grapple with artisanal coffee shops for dominance. Terry Smith, manager of the biggest retail fund in the UK, grew up in the Forest Gate of the 1960s, a very different place to today.

    By FTAdviser, David Thorpe - FTAdviser
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  2. Investors Chronicle - Terry Smith talks big tech, fraud and ESG

    Terry Smith, Fundsmith's chief executive and chief investment officer, fields the IC's questions about his portfolio and some of the biggest investment trends of today. He shares his views on China, the limits of ESG investment and some of the flagship fund's biggest holdings.

    By Investors Chronicle
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  3. De Tijd

    De Tijd - 'Beursreactie op coronacrisis heeft weinig met beleggen te maken'

    ‘De forse beursverliezen door de coronacrisis zeggen meer over de tijdelijke massahysterie van de maatschappij dan over beleggen. Wie belegt in goede bedrijven moet zich geen zorgen maken, ook niet in crisistijden als deze.' Dat zegt de Britse fondsbeheerder Terry Smith, die door zijn beursprestaties de Europese Warren Buffett wordt genoemd.

    By De Tijd, Peter van Maldegem
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  4. Apology from The Sunday Times

    On 24th March, The Sunday Times wrote an article suggesting that we were in breach of the FCA rules by failing to publish our full portfolio online. Today they have published a prominent apology, confirming there is no FCA or other obligation to do so and that we disclose our full portfolio of investments upon request. As we informed them ahead of publication of the original article, The Sunday Times has confirmed that we are not in breach. “We apologise to Mr Smith for this error.”

    By The Sunday Times
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  5. Justin Cash

    Money Marketing - Inside Fundsmith’s new investment trust (video)

    Last month, star manager Terry Smith announced he was throwing £25m of his own money behind a new investment trust, Smithson. Ahead of its launch, Money Marketing editor Justin Cash sat down with Simon Barnard and Will Morgan, the fund’s managers, to talk strategy, as well as their thoughts on some of the hottest topics in investments.

    By Justin Cash , Money Marketing
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  6. Alex Sebastian

    Daily Mail - Star fund manager Terry Smith reveals new investment trust to find and profit from the world's best small and mid-sized companies

    City star Terry Smith has revealed plans for a new investment trust focused on global small and mid-sized companies. Smith's self-titled firm Fundsmith will roll out the Smithson Investment Trust with the aim of finding and investing in 25 to 40 of the world's best small and medium-sized companies.

    By Alex Sebastian, Daily Mail
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  7. This is Money - Why investors can't get enough of Fundsmith: How City veteran Terry Smith took Buffett-style investing to the top of the fund charts

    Fundsmith has developed a considerable fan club of investors and it is not difficult to see why. The Fundsmith Equity fund topped the bestseller lists of both the Bestinvest and AJ Bell DIY investment platforms last year and has returned a whopping 266 per cent in a little over seven years since it was launched.

    By This Is Money, Myron Jobson
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  8. Citywire - Fundsmith bags £1bn despite industry’s worst ever Q2

    In this article, Citywire reports that Fundsmith attracted net inflows of £1 billion in Q2. The article notes that Q2 was a tough period across the industry but that Fundsmith's performance propelled the group into the top 10 managers by gross sales for the first time in its history.

    By James Phillipps
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