As one of the largest equity funds available for retail investors with just over £ 24 billion of funds under management, we have posted the link to the Semi-annual letter to shareholders of this popular fund. Below is the net performance of the I Class version of the fund (this is the lowest charging version of the fund that we access for our clients on our lump sum investment platforms) for the 2024 YTD as well as for the fund against the IA Global Index fund since the fund’s inception.

Cumulative Performance

Annualised Performance

If you would like to get more information on the Fundsmith Equity Fund, or on the many equity funds that can compliment the Fundsmith Equity Fund, please click on the More Information button below and we will forward the information to you.

Fundsmith published Terry Smith’s semi-annual letter to shareholders of Fundsmith Equity Fund.

If you are interested in reading it, a copy can be found on the Fundsmith website by clicking HERE  

Please Note:

This article is provided for information only. 

The above article was published by Fundsmith and should not be regarded as individual investment advice on whether to buy, sell or hold any of the assets mentioned. Please speak to Ethical Offshore Investors or your personal adviser BEFORE you make any investment decision based on the information contained within this article.

As we aim not to use commission paying funds, we will access the lowest charging version of the managed fund that is available on the relevant platform…… resulting in more of the investment growth staying in your pocket.

Speak with Ethical Offshore Investments to learn how you can save on your investment costs.

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