Financial Times - Who is to blame for the latest pensions debacle?
I suspect you have all heard about the gilt market’s impact on UK pension funds’ liability driven investment (LDI) strategies. Why did this meltdown happen and who is to blame?
Archive
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Beware of email phishing and fraudulent websites
Read moreBeware of emails purporting to be from Fundsmith which have fake reply addresses using the domain fundsmithequity.com
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Beware of Email Phishing
Read moreBeware of emails purporting to be from Fundsmith which have fake reply addresses using the domains; FUNDSMITH-CO.UK and ONLINE-FUNDSMITH.CO.UK
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Edison - Fundsmith Emerging Equities Trust - Stepping Forward
Read moreFundsmith Emerging Equities Trust (FEET) has evolved from an emerging markets (EM) consumer-driven growth story since launch in 2014. Its strategy remains to own high-quality companies, but a number of changes in emphasis have been made.
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Citywire - Fundsmith: We’ve been proved right on ‘Chinese burn’ fears
Read moreInvesting in China has become the hot topic of the moment for all the wrong reasons as scores of investors see the value of their investments slide and property giant Evergrande teeters on the brink of collapse. At Fundsmith, we are not surprised at all. The warning signs have been there all along, so why are people only now waking up to the risks investing in China presents?
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FRC confirms Fundsmith as signatory to the UK Stewardship Code
Read more6 September 2021: Fundsmith LLP, the fund manager founded by Terry Smith in 2010, has been confirmed by the Financial Reporting Council (FRC) as a signatory to the UK Stewardship Code.
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Kepler Intelligence Trust – Fundsmith Emerging Equities
Read moreKepler Intelligence Trust - FEET has seen improved performance after a strategic shift under the new manager.
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What Investment - The cash generators of an emerging universe
Read moreFEET's objective is to provide shareholders with an attractive return by investing in a portfolio of shares issued by listed or traded companies that have a majority of their operations in, or revenue derived from, developing economies. These businesses provide direct exposure to the rise of the consumer classes in those countries.
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Edison Research - Fundsmith Emerging Equities Trust (FEET): Initiation - Sticking to its guns
Read moreFundsmith Emerging Equities Trust (FEET), an emerging markets (EM) consumer theme focused investment trust launched in 2014, has recently undergone a gradual, but notable transition.
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Fundsmith Appointment
Read moreFundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Paul Mainwaring as Chief Financial Officer.
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Interactive Investor video interviews with Michael O'Brien
Read moreFundsmith Emerging Equities Trust portfolio manager Michael O’Brien talks to interactive investor about his fund, including how he identifies investment opportunities, ethical considerations and the decision-making process.
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Financial Times - There are only two types of investors
Read moreThere is a lot to lose and little to gain from market timing
I last wrote about the problems of so-called market timing in these pages in 2013 (Market timing: don't try this at home). With the Covid-19 pandemic dominating the news and recent volatility on world stock markets, you may have heard a lot about market timing again. -
Fundsmith Long/Short fund
Read moreYou may have seen some media articles about a new fund that we have recently registered, the Fundsmith Long/Short Fund. The fund has been set-up to manage a portion of Terry’s assets that had hitherto been invested in bonds where yields are now near zero. The fund is not run by Terry Smith or being marketed to investors.
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Trustnet - Fundsmith’s O’Brien: Emerging economies’ growth to outpace developed markets despite coronavirus
Read moreFundsmith emerging equities trust manager Michael O’Brien believes companies selected with the Fundsmith ethos will still ultimately benefit from the trends that drive emerging market growth.
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Financial Times - Never let a crisis go to waste
Read moreWe now have a fully-fledged economic crisis caused by the reaction to the Covid-19 pandemic. What should you do about it in terms of investment?
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Beware of Email Phishing
Read moreBeware of emails purporting to be from Fundsmith which have fake reply addresses using the domains;
FUNDSMTH.CO.UK
FUNDSMTIH.CO.UK
FUNDSSMITH.CO.UK
FUNDSSMTH.CO.UK -
Fundsmith Appoints IFA Sales Director
Read moreFundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, announces the appointment of Scott Chivers as Sales Director to independent financial advisors (‘IFAs’), strengthening its customer relationship team.
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Response to The Sunday Times article
Read moreFundsmith is aware of an article published in The Sunday Times on 24 March 2019 alleging that we fail to abide by FCA rules on portfolio disclosure. Fundsmith has always prided itself on being at the vanguard of investor communications and The Sunday Times has now published a prominent apology.
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Shares - Turn to Fundsmith to play emerging markets
Read moreFEET offers defensive and disciplined exposure to the globe’s fastest growing markets. Emerging economies are faring better than their developed market counterparts despite the US/China trade spat. We believe the best way to get exposure is via an actively-managed fund rather than picking stocks individually as you can lean on the expertise of a fund manager who has the right resources to properly research these markets.
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Money Observer - Fundsmith’s Terry Smith: forecasters are like Michael Fish
Read moreTumult, turbulence and turmoil are just the words beginning with the letter T used by commentators to describe the behaviour of stock markets in October. I think it’s always good to look at the definition of the words we are being asked to accept. For example: turmoil, noun: a state of great disturbance, confusion, or uncertainty . synonyms: confusion, upheaval(s), turbulence, tumult, disorder.