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Terry Smith

Terry Smith

About 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.

Invests in own strategies

Runs institutional money

Are you Terry Smith?

Citywire Rating: AA rated

2013

  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

Performance

Equity - Global Equities
over : 30/11/2011 - 30/11/2014
Manager Return
5 Mark Urquhart 84.1%
6 Terry Smith 82.7%
7 Erik Rubingh 76.3%
8 Peter Saacke 73.9%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.4% 2.8% 5.4%
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%

Related News

Have buyers been backing the global equity winners or losers?

Where has the global equity money been going over the past year?

Woodford IM & FundSmith storm into fund sales chart

Neil Woodford and Terry Smith's investment firms gave their larger rivals a run for their money in the second quarter.

Terry Smith keeps £250k job with Tullett Prebon

Brokerage Tullett Prebon has revealed that it will retain Terry Smith as a consultant for the next two years.

Four critical calls for the 'seismic' shift in asset management

With the investment industry at a crossroads and facing a number of headwinds, a detailed report from Deloitte and the Economist Intelligence Unit highlights four key areas to address.

Terry Smith nets £193m for new trust as Rice & Russell raise £50m

New investment trusts from Terry Smith and the ex-Cazenove team of Tim Russell and Chris Rice have attracted strong demand.

The reinvention of Terry Smith

Smith's decision to stand down as chief executive of Tullett Prebon to focus on FundSmith shows his commitment to asset management.

Fundsmith seeks £250m for EM trust launch

Wealth Manager can reveal the details of what is expected to be one of the biggest trust launches this year.

Ravenscroft acts to clarify fund of fund’s bond exposure

Ravenscroft Stockbroking & Investment Management is seeking investors’ permission to amend its Huntress Global Growth fund of funds to clarify its bond exposure.

Terry Smith launches emerging markets investment trust

The fund will be managed by Citywire AA-rated Smith's boutique Fundsmith.

DPZ sells out of defensive funds on US recovery hopes

Jersey-based boutique DPZ Capital is backing the US recovery to surprise on the upside, viewing US small and mid caps as an optimum way to play this.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.