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Terry Smith

Terry Smith

Showing manager performance in United Kingdom View performance globally

About 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.

Invests in own strategies

Runs institutional money

Are you Terry Smith?

Citywire Rating: AAA rated

2013

  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017
  • MRated AAA in Mar 2017
  • ARated AAA in Apr 2017
  • MRated AAA in May 2017
  • JRated AAA in Jun 2017
  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AAA in Oct 2017
  • NRated AAA in Nov 2017
  • DRated AAA in Dec 2017

2018

  • JRated AAA in Jan 2018
  • FRated AAA in Feb 2018
  • MRated AAA in Mar 2018
  • ARated AAA in Apr 2018
  • MRated AAA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018
  • SRated AAA in Sep 2018
  • ORated AAA in Oct 2018
  • NRated AAA in Nov 2018
  • DRated AAA in Dec 2018

2019

  • JRated AAA in Jan 2019
  • FRated AA in Feb 2019
  • MRated AA in Mar 2019
  • ARated AAA in Apr 2019

Performance

Equity - Global
over : 31/03/2016 - 31/03/2019
Rank 12/483 Equity - Global
Manager Return
10 Miguel Nogales 72.8%
10 Mark Ferguson 72.8%
12 Terry Smith 72.0%
13 Giles Warren 70.8%
13 Michael Boyd 70.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.5%
2018 2.9% -4.7% 12.1% 6.1% -9.2%
2017 22.3% 8.5% 4.7% -0.1% 7.8%
2016 27.5% 6.8% 9.1% 7.9% 1.4%
2015 16.0% 5.8% -4.7% 1.6% 13.2%
2014 2.8% 5.4% 12.2%

Related News

Terry Smith attacks 'shockingly bad' Bill Ackman over raid on his stock

Citywire AAA-rated manager delivers broadside against US hedge fund manager who attacked payroll processor ADP, a Fundsmith Equity stock.

Funds hit as fraud charges smash Indivior and fallout knocks Reckitt

Shares in 'mid-cap' drug maker crash 75% as US Department of Justice alleges fraud, while shares in former parent Reckitt Benckiser fall 5%.

Terry Smith unshaken by investors' 'incredulity' over Facebook buy

Star fund manager faced questions over purchase of social media giant for Fundsmith Equity at annual general meeting.

Fundsmith crowned UK's biggest fund on M&G's Brexit transfer

Fundsmith Equity will this week become the largest fund in the UK, gaining crown from M&G Optimal Income.

Smithson survives tough first half as Domino’s takes a slice

It's early days for Terry Smith's five-month-old global mid-cap trust but the £991 million listed fund has already had its share of ups and downs.

WPP leads FTSE rebound but Rightmove slides

FTSE 100 rebounds after three days of losses, led by positive results for advertising giant WPP.

Terry Smith: two threats that will end this bull market

Star manager flags two risks he says will bring the long bull market run to an end, but they won't dictate how he runs his fund.

Rathbones' James Thomson: raging bulls should sell my fund

‘If you think we’re heading for a global economic boom then you should sell this fund,' says Rathbone Global Opportunities manager James Thomson.

Terry Smith spices up fund with first buy since Facebook

Filing to US regulator reveals identity of company in which star manager has been building a stake since October.

Terry Smith takes fight to rivals over charges and defends Facebook buy

Terry Smith outlines all-in cost of investing in Fundsmith Equity versus that of rivals, tackling claims his fund is expensive.

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.