Fundsmith

Terry Smith equity funds

Fundsmith is a London-based investment management company, founded in 2010 by Terry Smith. As of 31 December 2017, Fundsmith managed more than £14bn in assets.

Fundsmith operates a buy-and-hold investment strategy with a portfolio based on a small number of stocks, chosen through in-house analysis of company fundamentals, eschewing other techniques such as momentum investing, market timing or shorting.

Fundsmith operates two main investment vehicles: Fundsmith Equity Fund, an open-ended investment company (OEIC); and the closed-ended Fundsmith Emerging Equities Trust, which is a listed investment trust.

Investment

Stories of the Week: New Year Honours; Fundsmith slips down ii list; Another short position against Hargreaves Lansdown

The biggest stories from the world of investment and asset management this week: New Year Honours; Fundsmith; Hargreaves Lansdown

05 January 2024 • 1 min read

Companies

Fundsmith tops Morningstar medalist rankings but misses maximum rating

Annual Fund Family 100 report

19 September 2023 • 2 min read

Unit trusts/OEICs

TT International AM loses Square Mile A rating ahead of fund closure

Six changes and seven retentions

05 April 2023 • 2 min read

Equities

Q&A: Terry Smith on activism, ESG and what has changed since 2010

Fundsmith manager

02 February 2023 • 4 min read

Industry

2022: In a word, whiplash

A recap of a monumental year

23 December 2022 • 6 min read

ESG

Fundsmith and Baillie Gifford dropped from ACE 40 list

Schroders fund added

02 November 2022 • 2 min read

Investment Trusts

Fundsmith Emerging Equities closure: 'Not everything he touches turns to gold'

Set to wind up in November

15 September 2022 • 5 min read

Investment Trusts

Fundsmith Emerging Equities trust proposes liquidation

‘Fallen below our expectations’

14 September 2022 • 1 min read

Funds

Square Mile downgrades Columbia Threadneedle UK Social Bond on Simon Bond's departure

Somerset GEM loses rating

08 June 2022 • 2 min read

Funds

Nutshell's Ellis on not 'paying a manager to be a soothsayer'

"We do not do nothing"

17 March 2022 • 2 min read