Fundsmith Equity Fund
692.28p T Class Acc, 23 Jul 24

Invest with us

£
 
Payment type
 

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. Peter Van Maldegem

    L'Echo - Terry Smith (Fundsmith Equity): "Interest rates? Companies are our focus"

    Terry Smith has been managing the international equity fund Fundsmith Equity since 2010. With an average return of 15.1% per year since its creation, he has not stolen his title of "European Warren Buffett". As a general rule, the fund beats passive investors who have opted for an index fund by four percentage points each year. And every year until 2021, Smith also significantly outperformed the market.

    By Peter Van Maldegem, L'Echo
    Read more
  2. Jonathan Eley

    Financial Times - Why investors have largely shelved retail shares

    They are defensive, they generate stacks of cash, they are highly consolidated and much better run than they used to be. So why do investors not want to own UK supermarkets, which have underperformed the wider market for more than a decade?

    By Jonathan Eley, Financial Times
    Read more
  3. 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
    Read more
  4. 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
    Read more