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. Investors Chronicle - Buffett Mk 2.0

    If you are wondering how to put together a portfolio of equity investments, you could do worse than visit the website for Fundsmith and download lots of relevant documents. These will give you an insight in a particular type of equity investing that I will caricature as ‘Buffett Mk 2.0’.

    By Investors Chronicle, Mr Bearbull
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  2. Financial Times

    Financial Times - It’s déjà vu all over again

    Terry Smith applies Peter "Yogi" Berra's famous witticism of “It’s déjà vu all over again” to the investment industry, pointing out how many dubious investment products have been sold before.

    By Financial Times, Terry Smith
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  3. The Telegraph

    The Telegraph - Why it is safe to pay up for quality

    Terry Smith shows why investors should be willing to pay more for quality businesses due to the power of compound interest. Understanding its effects is essential to success in investment, yet it remains a mystery for many people.

    By The Telegraph, Terry Smith
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  4. Money Observer - Investors face a fund charges conundrum

    What has become clear following RDR is that a large number of different parties receive payments from investment funds. The traditional charging structure on funds was ‘bundled’ so a single annual management charge (AMC) was deducted by the fund company to pay the cost of managing the investments, platform services and the annual commission payment to a financial adviser.

    By Money Observer, Helen Pridham
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  5. Financial Times

    Financial Times - Never invest just to avoid tax

    Terry Smith points out that people who invest just to avoid tax often fail to look as closely as they should at fee structures and would be better off putting money into something they really want to own.

    By Financial Times, Terry Smith
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  6. Financial TImes

    Financial Times - Sorting the wheat from the chaff

    Terry Smith explains what he means by investing in 'good companies' and argues that Warren Buffett was right when he said that return on capital employed is the best way of assessing the performance of a company.

    By Financial TImes, Terry Smith
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  7. Financial Times

    Financial Times - Market timing: don’t try this at home

    Terry Smith writes that trying to time markets can achieve the opposite of what is desired and points out that there are only two types of investors – those who know they can’t make money from market timing, and those who don’t know they can’t.

    By Financial Times, Terry Smith
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  8. What Investment - Shares versus bonds: why we undervalue near-certainty

    Terry Smith thinks the market puts too great a value on bonds compared to the highest-quality shares. Imagine a close relative of yours is gravely ill, and you have the chance to buy a drug that would increase their chances of survival by 10 per cent. What would you pay for the drug?

    By What Investment, Nick Britton
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