Fundsmith Financial News

04.01 / 18:58

UK Pensions Investment trusts funds Unit trusts/OEICs Vanguard fundsmith Fundsmith Equity slips further down ii most bought list

Royal London Short Money Market first took the top spot in October 2023, where it remains, while the £22.7bn Terry Smith fund has since been further overtaken by L&G Global Technology Index and Vanguard LifeStrategy 80% Equity.

14.11 / 15:33

companies Aum Fundsmith Equity fundsmith Terry Smith's payout slips to £31m as Fundsmith assets and profits slide

The firm’s flagship fund, Fundsmith Equity, held £23.9bn in assets at the end of September, down from a peak of about £28.8bn in December 2021, according to data from FE fundinfo.

03.11 / 12:37

Morningstar Fortinet Unit trusts/OEICs Fundsmith Equity fundsmith stake Fundsmith Equity takes stake in cybersecurity firm Fortinet

Terry Smith (pictured), is the manager of the £22.3bn Fundsmith Equity fund.

02.11 / 12:53

Investment trusts Fundsmith Equity Platforms Interactive Investor Scottish Mortgage fundsmith Income funds knock Scottish Mortgage and Fundsmith Equity off most bought spots

Kyle Caldwell, collectives editor at interactive investor, said the change was part of a wider trend of growth strategies losing out to income strategies in the popularity stakes.

19.09 / 15:15

Morningstar companies funds Fundsmith Equity Vanguard iShares Ruffer fundsmith Fundsmith tops Morningstar medalist rankings but misses maximum rating

Fundsmith has just two strategies, the Fundsmith Equity fund and the Fundsmith Sustainable Investment fund, and they follow the same investment philosophy and process.

06.09 / 11:27

Technology Microsoft Tesla NVIDIA Vodafone FTSE 100 fundsmith Fundsmith Equity and Scottish Mortgage retain bestseller crowns in August

Out of the ten most bought funds for the period, half were trackers either from Vanguard, L&G or HSBC.

11.07 / 14:07

Amazon Microsoft companies Meta Returns fundsmith Tech companies drive Fundsmith's H1 returns following Amazon sale

Terry Smith (pictured) is the CEO of Fundsmith and manager of the Fundsmith Equity fund

22.02 / 16:23

fundsmith stake Jupiter slashes stake in Terry Smith’s flagship Fundsmith by 75% in value shift

One of Terry Smith’s biggest backers has significantly slashed its holding in his flagship fund by £740m in the past two years, compounding a difficult period of outflows and poor performance for the star manager.

14.09 / 11:15

UPS Returns fundsmith fall Fundsmith to wind up Emerging Equities trust as returns fall ‘below expectations’

Fundsmith, the investment house run by star stock-picker Terry Smith, is winding up its Emerging Equities trust amid a run of performance that has fallen "below expectations".

05.05 / 14:07

fundsmith FCA orders Terry Smith’s Fundsmith to conduct a review of operations

Fundsmith, the asset management firm run by veteran star stock picker Terry Smith, has been asked by the UK regulator to conduct a review of its operations.

05.05 / 00:09

fundsmith FCA orders Terry Smith’s Fundsmith to conduct a review of operations

Fundsmith, the asset management firm run by veteran star stock picker Terry Smith, has been asked by the UK regulator to conduct a review of its operations.

03.05 / 14:47

fundsmith FCA orders Terry Smith’s Fundsmith to conduct a review of operations

Fundsmith, the asset management firm run by veteran star stock picker Terry Smith, has been asked by the UK regulator to conduct a review of its operations.

30.12 / 15:35

UPS fundsmith Fundsmith profits surge 19% despite performance concerns

Profits at star manager Terry Smith's fund house continued to surge despite rumblings among investors that performance had begun to wane.

30.12 / 14:51

UPS fundsmith Fundsmith profits surge despite performance concerns

Profits at star manager Terry Smith's fund house continued to surge despite rumblings among investors that performance had begun to wane.

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