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Fundsmith Equity

Ranked 19 out of 220 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Terry Smith

Terry Smith was born in and is currently based in Mauritius, where he is the CEO of Fundsmith. He studied history at University College Cardiff and went on to attend The Management College in Henley. Smith 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 Smith enjoys shooting and other sports including rugby and skiing.

Objective

The Fundsmith Equity Fund will invest in equities on a global basis. The Company’s approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies. The aim of the Company is to achieve long term growth in value.

Showing fund performance in Singapore View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 5.7%
2017 33.7% 9.7% 8.7% 3.3% 8.5%
2016 7.6% 4.2% 1.4% 5.0% -3.0%
2015 9.6% 0.8% 1.0% -2.2% 10.0%
2014 16.4% 2.1% 5.4% -0.1% 8.3%
2013 28.0% 10.8% 2.5% 4.8% 7.6%
2012 18.0% 9.3% -0.7% 6.9% 1.7%
2011 7.8% 2.2% 5.9% -7.1% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. South Africa
  3. United Kingdom

Fund Info

  • Launch date01/11/2010
  • Share Class size7,532Mn
  • Base currencyGBP
  • ISIN GB00B41YBW71

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.9

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).