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 Joins Cofunds Retail Platform

    Fundsmith announces that the Fundsmith Equity Fund is now available on the UK's largest independent platform for retail investors, Cofunds Retail.

    By Fundsmith
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  2. Financial Times

    Financial Times - Lessons from the Tour de France

    Terry Smith explains what investors can learn from the Tour de France - like cycling, investing is a test of endurance and the winner will be the investor who finds a good strategy or fund and sticks with it.

    By Financial Times, Terry Smith
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  3. 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.

    By Fundsmith
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  4. 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.

    By Fundsmith
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  5. 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**.

    By Fundsmith
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  6. BBC Question Time

    David Dimbleby chairs Question Time from Luton. On the panel: Transport Secretary Justine Greening MP, Shadow Olympics Minister Tessa Jowell MP, former leader of the Liberal Democrats Paddy Ashdown, comic actor & broadcaster Tony Robinson and the businessman Terry Smith.

    By BBC, David Dimbleby
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