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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:

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%


Fundsmith Equity - (KIID) Document


Fundsmith Equity - Factsheet


Platform Business ISA & Non-ISA Application Form


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Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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