Fundsmith Equity T AccRegister to Unlock Ratings |
Performance History | 30/04/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.2 | 25.6 | 18.3 | 22.1 | -11.1 |
![]() | +/-Cat | 6.9 | 1.4 | -5.4 | 7.5 | 2.5 |
![]() | +/-B’mrk | 4.6 | -2.0 | -11.2 | 3.9 | 2.4 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: MSCI ACWI Growth NR USD |
Key Stats | ||
NAV 20/05/2022 | GBP 5.41 | |
Day Change | -0.24% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B4Q5X527 | |
Fund Size (Mil) 30/11/2020 | GBP 22701.41 | |
Share Class Size (Mil) 20/05/2022 | GBP 3691.61 | |
Max Initial Charge | - | |
Ongoing Charge 11/02/2022 | 1.04% |
Morningstar Research |
Analyst Report |
A highly structured and disciplined investment approach overseen by a long-standing manager are among Fundsmith Equity's many strengths. The best-in-class views on both People and Process result in Morningstar Analyst Ratings of Gold for all... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | High |
Parent | Above Average |
Process | High |
Performance | |
Price |
Investment Objective: Fundsmith Equity T Acc |
The investment objective of the Fund is to achieve long term growth in value.The Fund will invest in equities on a global basis. The Fund’s approach is to be a long-term investor in its chosen stocks. It will not adopt short-termtrading strategies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Terry Smith 01/11/2010 | ||
Inception Date 01/11/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | MSCI ACWI Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fundsmith Equity T Acc | 30/09/2021 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.81 |
![]() | ![]() | 7.11 |
![]() | ![]() | 5.94 |
![]() | ![]() | 5.40 |
![]() | ![]() | 4.91 |
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Fundsmith Equity T Acc |