Terry Smith

AAA
10 Years of experience

Professional background

CEO, Collins Stewart. Tullet Prebon. Head of UK Company Research, UBS. Stockbroker, W Greenwell & Co.

Educational background

MBA, The Management College. B.A. in History. University College Cardiff.

Performance

18.91%

Manager Annualised Return Since Inception

12.64%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

18.91%
12.64%
6.27%

10Y

19.66%
13.74%
5.92%

5Y

16.31%
13.34%
2.97%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Fundsmith Equity Fund
Investing on a global basis using fundamental analysis
Benchmark
MSCI World, Net
Class
Class I
ISIN
GB00B41YBW71
AUM
£ 26,900,000,000
Ongoing Charges
0.95%