Fundsmith Equity T IncSign In to View Ratings |
Performance History | 31/05/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 22.1 | -13.8 | 12.4 | 9.0 | -2.6 |
![]() | +/-Cat | 7.5 | 4.3 | -3.7 | -6.2 | 0.2 |
![]() | +/-B’mrk | 4.0 | 5.2 | -9.9 | -15.0 | 0.0 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 13/06/2025 | GBP 6.28 | |
Day Change | -0.49% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B4M93C53 | |
Fund Size (Mil) 30/04/2025 | GBP 19634.08 | |
Share Class Size (Mil) 13/06/2025 | GBP 216.39 | |
Max Initial Charge | - | |
Ongoing Charge 03/03/2025 | 1.04% |
Morningstar Research |
Analyst Report | 09/05/2025 Daniel Haydon, Analyst Morningstar, Inc |
The structured and methodical investment process overseen by a long-standing manager are among Fundsmith Equity's many strengths. The Morningstar Analyst Rating of Gold for most share classes, including the clean I share class, is retained. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Fundsmith Equity T Inc |
The investment objective of the Fund is to achieve long term growth (over 5 years) 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-term trading 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 | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Fundsmith Equity T Inc | 28/02/2025 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.81 |
![]() | ![]() | 7.14 |
![]() | ![]() | 6.58 |
![]() | ![]() | 6.55 |
![]() | ![]() | 5.71 |
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Fundsmith Equity T Inc |