Terry Smith

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Terry Smith

Academic Background

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

Professional Background

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

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
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Showcase Investment Fund

Fundsmith Equity Fund

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Investment Strategy

Investing on a global basis using fundamental analysis

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ISIN

GB00B41YBW71

Showcase Investment Fund

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AUM

£ 26,900,000,000

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Class

Class I

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Ongoing Charges

0.95%


10 Main Holdings

Holdings % of Fund
Microsoft
Paypal
IDEXX
Intuit
Facebook
L'Oréal
Novo Nordisk
Estée Lauder
Philip Morris
Stryker

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

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.

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Start Date

01 November 2010

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Total Years

10

Total Returns

Total Annualised
Since Inception 534.37% 18.91%
10 Year Return 501.72% 19.66%
5 Year Return 112.86% 16.31%

Benchmark(s) Returns

Total Annualised
Since Inception 256.05% 12.64%
10 Year Return 90.37% 13.74%
5 Year Return 87.03% 13.34%

Relative Returns

Total Annualised
Since Inception 278.32% 6.27%
10 Year Return 411.35% 5.92%
5 Year Return 25.83% 2.97%

Benchmark(s)

MSCI World, Net

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
Fundsmith Equity Fund Global £ 26,900,000,000 -
Fundsmith Sustainable Equities Global £ 248,890,000 -