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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
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017

Performance

Equity - Global
over : 31/01/2014 - 31/01/2017
Rank 1/401 Equity - Global
Manager Return
1 Terry Smith 90.7%
2 Christian Scherrer 78.1%
3 Kristian Heugh 77.5%
4 John Boselli 75.5%
5 David Blood 72.4%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 27.6% 6.9% 9.1% 7.9% 1.5%
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 1.2% 3.8% 1.0%

Related News

Investment Trust Watch: Terry Smith looking 'cheap'

Star fund manager Terry Smith's emerging markets investment trust has lagged rivals, leaving the shares looking 'cheap'.

Social media giant enters fund market with robo partnership

Online social trading platform eToro has entered the retail fund market through an initial partnership with two companies, including a robo firm.

Fundsmith tops 2016 sales as Fidelity and Aviva Investors rise up

Fundsmith topped the fund sales charts in an extraordinary 2016, which also saw giants Aviva Investors and Fidelity near the top of the league.

Terry Smith 'remains amazed' by macro gambles

In his annual letter to shareholders, Smith says he can't fathom the number of investors willing to second-guess global macro.

Alliance Trust overhaul: how the managers stack up

As shareholders prepare to vote on an overhaul of Alliance Trust's approach, we look at the track record of the men picked to run it.

Inside Fundsmith's Mauritian connection

An intriguing link has emerged between Smith's asset management business Fundsmith and the Indian Ocean Island

Business booms at Terry Smith’s fund firm

Fundsmith poured almost £30 million into a Mauritius-based company set up by its partners two years ago after another bumper year for the boutique.

PassiveBeat: why is there no Brand ETF?

Big brand names make great investments; sadly we don't have an ETF for them

Terry Smith tops fund sales again; Fidelity hits 10-year high

The Pridham report shows Fundsmith attracted the biggest net inflows for the third successive quarter, while Fidelity's sales hit a 10-year high.

Uncovered: the three boutiques making bumper profits

For all of the talk about fee pressure, there are smaller firms proving if you deliver consistently, you can generate fat margins and bumper profits.

...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.