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Terry Smith

Terry Smith

Showing manager performance in United Kingdom View performance globally

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: AAA 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

2015

  • JRated AA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016

Performance

Equity - Global
over : 31/07/2013 - 31/07/2016
Rank 2/349 Equity - Global
Manager Return
1 Kristian Heugh 84.2%
2 Terry Smith 76.7%
3 John Boselli 68.0%
4 Mark Urquhart 67.3%
5 Michael Lindsell 63.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 6.9% 9.1%
2015 16.1% 5.9% -4.7% 1.6% 13.2%
2014 23.3% 1.3% 2.9% 5.4% 12.3%
2013 25.5% 18.7% 2.6% -1.9% 5.1%
2012 12.8% 6.3% 1.2% 3.8% 1.0%
2011 7.6%

Related News

Sage bucks rising FTSE on data breach woes

Accountancy software group falls towards the bottom of the FTSE 100 after admitting data breach.

Fundsmith bags £1bn despite industry’s worst ever Q2

Terry Smith’s Fundsmith Equity fund was the standout winner as investors panicked about Brexit, pulling in £1.29 billion gross and £1.02 billion net, according to the latest Pridham report.

Terry Smith's FEET gets leg-up from emerging rally

Terry Smith's emerging markets trust has lagged rivals but he believes his stocks will benefit more from economic improvements.

The funds which dived and thrived in 'Brexit' turmoil

Global stock markets dived on Friday, and so did many funds, but others managed equally remarkable gains.

Terry Smith settles with Barclays over £200k dispute

Both parties have reached an out of court settlement.

Monks sells Nestlé as investors pray for growth

Nestlé, the expensive consumer goods giant, is out as Monks' managers strive to get Baillie Gifford’s ‘best ideas’ fund on track.

Terry Smith wins in worst funds quarter in 20 years

In the worst quarter for 20 years for fund sales, Terry Smith's firm Fundsmith took in the most amount of net money.  

Terry Smith: I'll be 'surprised' if EM trust doesn't beat fund

Citywire AAA-rated manager says he's likely to be 'dismayed' if his emerging markets trust doesn't outperform his table-topping Fundsmith Equity over the next 10 years.  

Terry Smith: I'd take a recession over a 'lost decade'

A rise in interest rates could plunge global economy into recession but star manager tells rivals that's better than a 'lost decade'.

Terry Smith sues Barclays over missed investment gain

AAA-rated Smith is claiming losses through negligent handling of a £330,000 transfer.

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