Fundsmith Equity Fund
548.24p T Class Acc, 24 May 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. Fundsmith

    Fundsmith launches new upgraded website

    Fundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, today announces that it has launched a new, upgraded website with improved functionality for investors.

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  2. Fundsmith

    Fundsmith Equity Fund sets new standard in portfolio turnover

    The Fundsmith Equity Fund, launched in November 2010 by Terry Smith as the main vehicle for his own investments, has set a new standard in portfolio turnover delivering a negative portfolio turnover of -0.19% for the period to 30th June 2012.

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  3. Fundsmith

    Fundsmith Equity Fund Awarded OBSR Rating

    The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has been awarded a Bronze Rating by Morningstar OBSR.

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  4. Fundsmith

    Fundsmith Equity Fund Breaks Through £500M AUM

    The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has reached £533m of assets under management. Since launch the Fund has outperformed by 18.1% delivering a return of 28.0% versus the MSCI World’s 9.9% return* and it is currently ranked 1st out of more than 200 funds in the IMA Global sector since launch and over one year to 31st July**.

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  5. Fundsmith

    Fundsmith Plans Junior ISA For Government Launch Date

    Fundsmith today announces plans to launch a Junior ISA. As the latest savings initiative from the Government to promote investing for children, Fundsmith would welcome the Junior ISA investment limit being raised 20% to £3,600 and would also encourage the Government to convert Child Trust Funds to Junior ISAs to aid simplicity, broader consumer adoption and equal opportunities for all children to maximise their savings.

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  6. Fundsmith

    Fundsmith Launches Online ISA Capability & Further Web Functionality

    Fundsmith, the new asset management company founded by Terry Smith, announces that direct investors can now invest in the Fundsmith Equity Fund ISA online, at www.fundsmith.co.uk. The Fundsmith website also now has the functionality for direct investors to choose between Accumulation and Income Units.

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