Fundsmith Equity Class I - Accumulation (GBP)





Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
Terry Smith uses a simple but effective approach: invest in good companies at reasonable share prices and hold them for the long term. It's helped drive the fund's strong performance, though this isn't a guide to future returns. We admire his straightforward investment approach and would like to be given the opportunity to properly analyse the fund. Our process, however, requires access to the fund manager and up-to-date, monthly portfolio data, which some fund groups, including Fundsmith, choose not to disclose. Based on readily-available historical data, had we been able to properly analyse the fund, it's likely that it would have made the Wealth Shortlist. We can't, however, make an exception to our process, so we won't be considering the fund for the list as things stand.Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
16/04/16 to 16/04/17 | 16/04/17 to 16/04/18 | 16/04/18 to 16/04/19 | 16/04/19 to 16/04/20 | 16/04/20 to 16/04/21 | |
---|---|---|---|---|---|
Annual return | 27.45% | 8.10% | 24.63% | 2.66% | 32.80% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
