Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Fundsmith Equity

Ranked 3 out of 331 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Terry Smith

Terry Smith was born and is currently based in London where he is the CEO of Fundsmith. He studied history at University College Cardiff and went on to attend The Management College in Henley. Terry has accumulated a large amount of experience in a number of roles including CEO of Collins Stewart and working at UBS Philips & Drew. In 2010 he set up Fundsmith where he runs the Fundsmith Equity Fund, a large cap global equity portfolio. Outside of work Terry enjoys shooting and other sports including rugby and skiing.


The Fundsmith Equity Fund will invest in equities on a global basis. The Company’s approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies. The aim of the Company is to achieve long term growth in value.


Global Equities over : 31/10/2014 - 31/10/2015
  • Rank 3/331 Total Return
  • Rank 274/331 Standard Deviation
  • Rank 19/331 Max Drawdown
Fund Name Return
1 Lindsell Train Global Equity B


2 SF Metropolis Value Ret Acc


3 Fundsmith Equity I Class Acc (ST DR)


4 Rathbone Global Opportunities Acc


5 Stryx World Growth GBP

Currency exposure is hedged

Currency exposure is hedged


Fund Name Risk
272 LO Funds - Golden Age Syst. Hdg (GBP) ID

Currency exposure is hedged

Currency exposure is hedged


272 Harris Associates Global Equity Fund R/A (GBP)


274 Baillie Gifford Global Alpha Growth B Inc


274 Fundsmith Equity I Class Acc (ST DR)


274 UBAM 30 Global Leaders Equity AHC GBP

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 5.9% -4.6% 1.5%
2014 23.6% 1.4% 2.8% 5.4% 12.6%
2013 25.6% 18.6% 2.6% -1.9% 5.2%
2012 12.8% 6.3% 1.2% 3.8% 1.0%
2011 8.6% -0.2% 5.7% -4.3% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2010
  • Share Class size1,416Mn
  • Base currencyGBP
  • ISIN GB00B41YBW71

Purchase Info

  • Min. initial investment5Mn
  • Min. additional investment0


  • Annual management0.90%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).