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Terry Smith, Fundsmith

Fundsmith Equity Fund tops GBP500m AUM

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The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has reached GBP533m of assets under management. 

Since launch the fund has outperformed by 18.1 per cent delivering a return of 28.0 per cent versus the MSCI World’s 9.9 per cent return, and it is currently ranked first out of more than 200 funds in the IMA Global sector since launch and over one year to 31 July.

Smith says: “I am delighted that investors have recognised the benefits of our investment approach of only investing in a high quality, concentrated portfolio of 20-30 resilient global growth companies which are held for the long term.
 
“The portfolio has no benchmark or sector constraints. Further the Fund charges a flat one per cent AMC, if bought direct plus minimal trading costs due to Fundsmith’s long term buy and hold investment strategy.”

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