Terry Smith
AAA
12 Years of experience
Focus on high-quality firms at attractive prices
Current firm: Fundsmith
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
15.54%
Manager Annualised Return Since Inception
10.99%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
15.54%
10.99%
4.55%
10Y
14.95%
11.1%
0.38%
5Y
9.72%
9.34%
3.86%
*Inception date: 11/1/2010
Data as at 30 September 2022.
Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue 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
BenchmarkMSCI World, Net
ClassClass I
ISINGB00B41YBW71
AUM8,081,453,748.52 €
Ongoing Charges1.09%