Fundsmith Equity Fund
728.01p T Class Acc, 06 Dec 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. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Brewin Dolphin

    Brewin Dolphin - More Straight Talking with Terry Smith

    This week Ben Gutteridge interviews internationally acclaimed money manager Terry Smith, Chief Executive & CIO of Fundsmith. First on the agenda is Fundsmith’s Investment Philosophy which governs the decision making process but also shows clear differentiation from the competition.

    By Brewin Dolphin, Fundsmith
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  8. Money Observer Awards Fundsmith Equity Rated Fund Status

    Fundsmith today announces that personal finance and investment publication, Money Observer, has awarded the Fundsmith Equity Fund (“Fundsmith Equity” or the “Fund”) a Rated Fund status. Money Observer has also included Fundsmith Equity in three of their model growth portfolios, recognising the Fund’s “impressive performance”.

    By Money Observer
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