Fundsmith Sustainable Equity I Acc GBP

Ranked 1 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Terry Smith

Terry Smith was born in and is currently based in Mauritius, where he is the CEO of Fundsmith. He studied history at University College Cardiff and went on to attend The Management College in Henley. Smith has accumulated a large amount of experience in a number of roles including CEO of Collins Stewart and working at UBS Philips & Drew. In 2010 he set up Fundsmith where he runs the Fundsmith Equity Fund, a large cap global equity portfolio. Outside of work Smith enjoys shooting and other sports including rugby and skiing.

Objective

The Company will invest in equities on a global basis. The Company's approach is to be a long term investor in its chosen stocks. The Company has stringent investment criteria, which are: high quality businesses that can sustain a high return on operating capital employed; businesses whose advantages are difficult to replicate; businesses which do not require significant leverage to generate returns; businesses with a high degree of certainty of growth from reinvestment of their cash flows at high rates of return; businesses that are resilient to change, particularly technological innovation.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.2%
2018 4.6% -4.8% 12.2% 6.5% -8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Spain
  13. United Kingdom

Fund Info

  • Launch date01/11/2017
  • Share Class size87Mn
  • Base currencyGBP
  • ISIN GB00BF0V6P41

Purchase Info

  • Min. initial investment5Mn

Charges

  • Annual management0.90%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).