Fundsmith Equity Fund
709.00p T Class Acc, 24 Apr 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

    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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  2. 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
    Read more
  3. 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
  4. Financial Times – Emerging Markets ETFs and the Jaws of Death

    In his latest article and podcast for FT Money, Terry Smith discusses why it may seem a strange position for an active fund manager to adopt but he is in favour of passive or index investment; the problems with emerging market ETFs; and the types of companies that these ETFs invest in.

    By Fundsmith
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  5. 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
    Read more