Fundsmith

Terry Smith equity funds

Fundsmith is a London-based investment management company, founded in 2010 by Terry Smith. As of 31 December 2017, Fundsmith managed more than £14bn in assets.

Fundsmith operates a buy-and-hold investment strategy with a portfolio based on a small number of stocks, chosen through in-house analysis of company fundamentals, eschewing other techniques such as momentum investing, market timing or shorting.

Fundsmith operates two main investment vehicles: Fundsmith Equity Fund, an open-ended investment company (OEIC); and the closed-ended Fundsmith Emerging Equities Trust, which is a listed investment trust.

Unit trusts/OEICs

Terry Smith adds world-leading luxury goods holding to Fundsmith Equity

Portfolio's 30th holding

clock 06 January 2021 • 2 min read

Investment

Boring Money: Fundsmith and Baillie Gifford enter investor value top ten

Vanguard retains title

clock 06 November 2020 • 2 min read

Investment

Star manager Terry Smith lifts the lid on investing with new book

Marking Fundsmith's tenth anniversary

clock 23 October 2020 • 1 min read

Investment Trusts

Fundsmith's O'Brien fears bubble in Chinese equities

FEET bought Tencent during Covid sell-off

clock 13 August 2020 • 5 min read

Funds

Fundsmith, Comgest and Robeco take top spot in SharingAlpha charts

Highest rated by professional fund buyers

clock 12 August 2020 • 2 min read

Investment Trusts

Investec: Underperforming Fundsmith shares 'offer significant contrarian value'

Broker slaps 'buy' recommendation on emerging market trust

clock 13 July 2020 • 2 min read

Funds

Pridham Report: Sustainable funds boost active sales as passives dominate

Passive products lead the tables

clock 01 May 2020 • 2 min read

Funds

Terry Smith: 'The really bad news for equity income investors is yet to surface'

Slams IA yield requirements decision

clock 30 April 2020 • 2 min read

Funds

UK fund industry suffers worst-ever monthly outflows

£8.7bn withdrawn from funds

clock 20 April 2020 • 3 min read

Platforms

Terry Smith suggests platforms exacerbate fund liquidity issues - reports

'Can't list fund on a platform unless it's daily dealing'

clock 09 March 2020 • 1 min read
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