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. 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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  2. 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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  3. Fidelity - Market & Insights

    In this interview between Terry Smith and Maike Currie, Terry speaks about Warren Buffett's approach to investment and how he has used these principals in his investment strategy.

    By Fundsmith
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  4. 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.

    By Fundsmith
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