Bringing you live news and features since 2006 

Terry Smith, Fundsmith

Fundsmith Equity Fund tops GBP500m AUM


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.”

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by