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Fundsmith Equity

Ranked 59 out of 663 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Terry Smith

Terry Smith was born in and is currently based in Mauritius, where he is the CEO of Fundsmith. He studied history at University College Cardiff and went on to attend The Management College in Henley. Smith 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 Smith 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.

Showing fund performance in United Kingdom View performance globally


Global over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.1% 8.4% 4.7% 0.0% 7.6%
2016 28.3% 6.9% 9.0% 8.0% 2.0%
2015 16.0% 5.9% -4.6% 1.6% 13.1%
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. Singapore
  2. South Africa
  3. United Kingdom

Fund Info

  • Launch date01/11/2010
  • Share Class size6,684Mn
  • Base currencyGBP
  • ISIN GB00B41YBW71

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0


  • Annual management0.90%
  • Initial investment0.9

Related News

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Terry Smith hints at small company plan

Citywire AAA-rated manager acknowledges size of £14 billion Fundsmith Equity fund puts companies outside of mega-caps out of reach.

HSBC drags down FTSE as profit disappoints

Profits more than double at Europe's biggest bank but that isn't enough to satisfy investors who had been hoping for more.

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Terry Smith dismisses bubble talk

Fund managers like Neil Woodford warning of stock market bubbles only 'demonstrate the difficulty in making predictions', says Fundsmith boss.

Revealed: the hidden charges of the top 20 funds

Mifid II regulations mean firms need to disclose transaction costs paid by investors in funds, with some paying 85% more.

Terry Smith bags £8m as Fundsmith profit rockets

Profit at Terry Smith's investment firm more than quadrupled in 2017 to £14.2 million as assets under management surged beyond £10 billion.

Profile: Sanlam's south west boss on the foundations of vertical integration

Since Finnigan joined the company via Sanlam’s purchase of Principal Investment Management just over nine years ago, the office which would become the core of the group’s south west team has more than doubled

Terry Smith opens up Comic Relief portfolio

Strong performance of mandate Smith has been running for the charity for the last three years has inspired Fundsmith to launch a sustainable fund.

Terry Smith to launch sustainable equity fund

The fund has been registered with the FCA and will sit alongside Smith's top-selling £12 billion global equity fund.


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