Fundsmith Equity Fund
710.72p T Class Acc, 13 Jun 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).

 

Archive

  1. Fundsmith

    Beware of Fraudulent WhatsApp Groups

    Beware of fraudulent WhatsApp groups and text messages purporting to be from members of the Fundsmith team suggesting trading ideas, requesting money transfers, job offers or asking you to click a link to download a file.

    By Fundsmith
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  2. Fundsmith

    Fundsmith Announces New Partner Appointments

    Fundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, announces the appointment of eight new Partners from across its portfolio management, research, operations and sales teams.

    By Fundsmith
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  3. Fundsmith

    Beware of Email Phishing

    Beware of emails purporting to be from Fundsmith which have fake reply addresses using the domains; FUNDSMITH-CO.UK and ONLINE-FUNDSMITH.CO.UK

    By Fundsmith
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  4. Fundsmith

    Fundsmith Appointment

    Fundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Paul Mainwaring as Chief Financial Officer.

    By Fundsmith, Fundsmith
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  5. Fundsmith

    Fundsmith Long/Short fund

    You may have seen some media articles about a new fund that we have recently registered, the Fundsmith Long/Short Fund. The fund has been set-up to manage a portion of Terry’s assets that had hitherto been invested in bonds where yields are now near zero. The fund is not run by Terry Smith or being marketed to investors.
    Read the full statement...

    By Fundsmith
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  6. Beware of Email Phishing

    Beware of emails purporting to be from Fundsmith which have fake reply addresses using the domains;

    FUNDSMTH.CO.UK

    FUNDSMTIH.CO.UK

    FUNDSSMITH.CO.UK

    FUNDSSMTH.CO.UK

    By Mark Laurence
    Read more
  7. Fundsmith

    Fundsmith Appoints IFA Sales Director

    Fundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, announces the appointment of Scott Chivers as Sales Director to independent financial advisors (‘IFAs’), strengthening its customer relationship team.

    By Fundsmith
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  8. Fundsmith

    Response to The Sunday Times article

    Fundsmith is aware of an article published in The Sunday Times on 24 March 2019 alleging that we fail to abide by FCA rules on portfolio disclosure. Fundsmith has always prided itself on being at the vanguard of investor communications and The Sunday Times has now published a prominent apology.

    By Fundsmith
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  9. Fundsmith

    Fundsmith Appoints Three New Partners

    Fundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Conrad Rey, Greville Ward and Daniel Washburn as Partners, subject to FCA approval.

    By Fundsmith
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  10. Beware of Fraudulent Share Scams

    Beware of individuals purporting to be from

    PRUDENTIAL GLOBAL,

    SWISS INVESTMENT CORPORATION

    or using the domain

    WWW.FUNDSMITHEQUITY.COM

    By Mark Laurence
    Read more
  11. Fundsmith

    Fundsmith Equity Fund Wins Six Awards

    Fundsmith LLP and the Fundsmith Equity Fund have won six industry awards in recognition of the Fund’s performance and its simple investment approach.

    By Fundsmith
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