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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


  • 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


  • 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


  • 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


  • 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


Equity - Global
over : 30/09/2013 - 30/09/2016
Rank 1/370 Equity - Global
Manager Return
1 Terry Smith 89.1%
2 Kristian Heugh 87.5%
3 John Boselli 78.2%
4 Christian Scherrer 73.9%
5 Mark Urquhart 73.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 6.9% 9.1% 7.9%
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

Funds Focus: Fundsmith Equity lags post-Brexit rally

Why has Terry Smith's performance not kept up with his global rivals since the Brexit vote?

Backing your fund: does Terry Smith have a point?

Terry Smith’s call for mandatory disclosure of UK managers holdings in their own funds has been widely rebuffed by the wealth industry.

Profile: Stanhope's charity gatekeeper on the power of consultants

Charles Mesquita has sympathy for funds stuck outside the consultant circle of trust - up to a point

Terry Smith pours £115m into his top performing fund

Smith is believed to have lifted his investment in the Fundsmith Equity fund to £200 million after selling his Tullett Prebon stake.

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.

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.