Fundsmith Equity Fund
The Fundsmith Equity fund has topped the bestsellers list of a number of investment platforms for several years, having tempted investors with their stellar returns.
The Fundsmith Equity fund which has been a brilliant performer since it’s inception in 2019, continued to generate fatastic returns in the first half of the year. It delivered a total return of 23.9%, outperforming the FTSE 100 by over 10%. With a performance like that, it’s little wonder that this is one of the most popular funds in the UK.
Fundsmith is a global fund meaning that it is able to invest in companies all over the world. That is no doubt one of the reasons it has outperformed the FTSE 100. Exposure to fast-growing companies listed in the US such as Microsoft and Paypal has boosted returns. Terry SMith’s focus on quality (companies that are highly profitable and have strong balance sheets) has also worked very well in recent years.
Fundsmith won’t be suited to all investors as it is a growth-focused fund, and also quite concentrated, which increases risk. However, for those seeking growth, and looking to invest internationally, it’s an excellent fund to have in your portfolio.
For full details of all funds available through a Platform along with Performance, Fact Sheets and Key Investor Information Documents please follow the link below:
https://digital.feprecisionplus.com/aegonc
| FUND FACTS | |
|---|---|
| Fund Name | Fundsmith Equity Fund |
| Fund Manager(s) | Terry Smith |
| Launch Date | 1st November 2010 |
| Offer Period | Closed |
| Product Type | OEIC (UK) |
| Available as an ISA | Yes |
| Distribution Frequency | Bi-annual |
| XD Dates | February, August |
| Pricing Frequency | Daily |
| Fund Size | £19.4bn |
| Share Class | I Class |
| Available through FundsNetwork & Aegon | Yes |
| Fund Charges | |
| Initial charge: | 0.00% |
| Fund Manager Ongoing Charge: | I Class - 0.95% |
| Total Service Fee p.a. | 0.43% |
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