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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?
Funds Managed
  1. Fundsmith Equity

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

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

Performance

Equity - Global Equities
over : 31/07/2012 - 31/07/2015
Manager Return
8 Colette Conboy 72.7%
9 Ian Warmerdam 68.2%
10 Terry Smith 67.7%
11 Nick Mottram 66.8%
12 Erik Rubingh 66.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 5.9% -4.6%
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%

Related News

Chatfeild-Roberts: value is opening up in EM

Value ‘is now starting to appear’ in beaten-up emerging markets following a week of the greatest market volatility since 2011

Terry Smith: I have exceeded my own expectations

Smith admits his £3.5 billion Fundsmith Equity fund has performed above his expectations.  

Rich List: Terry Smith joins wealth elite in fund manager boom

The FundSmith founder enters the Sunday Times list in a strong year for fund managers, although the Hargreaves Lansdown's founders had a tough years.

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.

...more...
Citywire Discovery Source: Citywire Discovery 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.