Archive

Fundsmith LLP (“Fundsmith”), the fund management company founded by Terry Smith, announces the appointment of Philipp von Habsburg as Sales Director. Philipp will be responsible for Fundsmith’s relationships with investors across Europe, focusing on Germany, Austria and Switzerland.

Fundsmith LLP (‘Fundsmith’), the fund management company set up by Terry Smith in November 2010, announces that The Fundsmith Equity Fund (‘the fund’) celebrates its 5th anniversary with cumulative return since inception of 121%.

Fundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, today announces that it has launched a new, upgraded website with improved functionality for investors.

Fundsmith LLP (‘Fundsmith’), the fund management company set up by Terry Smith in November 2010, announces that its Fundsmith Equity Fund* (‘the Fund’) has generated a return of 15.6% in the 12 months ending 31st October 2014 vs the MSCI World Index return> of 9.1% and the average IMA Global< fund return of 2.7%.

Fundsmith LLP (‘Fundsmith’) notes the statement issued yesterday by Tullett Prebon plc confirming Terry Smith’s intention to stand down from his position as Chief Executive of Tullett Prebon plc. Terry will focus on Fundsmith which he founded in 2010.

Fundsmith, founded by Terry Smith, announces that the Fundsmith Equity Fund is now available on Hargreaves Lansdown’s Vantage Service, the UK’s biggest retail investment platform.

S&P Capital IQ Fund Research announced today that it has maintained its Gold grading of the Fundsmith Equity Fund.

Terry Smith, who launched and manages the Fundsmith Equity Fund, has been awarded a AA Rating by Citywire.

Fundsmith today announces that it has launched a regular withdrawal facility enabling investors to elect to receive a set level of periodic cash from the redemption of units in their holding of the Fundsmith Equity Fund which will be automatically remitted to their bank account.

S&P Capital IQ Fund Research announced today that it has assigned a Gold grading to the Fundsmith Equity Fund.

Fundsmith announces that the Fundsmith Equity Fund is now available on the UK's largest independent platform for retail investors, Cofunds Retail.

Fund management company Fundsmith has teamed up with Bowel & Cancer Research to sponsor cycle jerseys for the charity’s fundraisers.

The Fundsmith Equity Fund, launched in November 2010 by Terry Smith as the main vehicle for his own investments, has set a new standard in portfolio turnover delivering a negative portfolio turnover of -0.19% for the period to 30th June 2012.

The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has been awarded a Bronze Rating by Morningstar OBSR.

The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has reached £533m of assets under management. Since launch the Fund has outperformed by 18.1% delivering a return of 28.0% versus the MSCI World’s 9.9% return* and it is currently ranked 1st out of more than 200 funds in the IMA Global sector since launch and over one year to 31st July**.

Terry Smith, Chief Executive of Fundsmith comments on today's FSA Platform consultation paper

ISA Buyers Beware - Largest UK Asset Managers Still Charge Initial Fees

“At Fundsmith we continue to invest in good companies at reasonable valuations and then do the most difficult thing: as little as possible."

Fundsmith today announces that it is the first UK fund management company to use the recent UCITS IV legislation allowing them to launch a regulated SICAV feeder fund in Luxembourg.

Fundsmith today announces plans to launch a Junior ISA. As the latest savings initiative from the Government to promote investing for children, Fundsmith would welcome the Junior ISA investment limit being raised 20% to £3,600 and would also encourage the Government to convert Child Trust Funds to Junior ISAs to aid simplicity, broader consumer adoption and equal opportunities for all children to maximise their savings.