The Fundsmith Equity Fund

FUNDSMITH IN BRIEF

Set up in 2010 by Terry Smith, Fundsmith has grown to manage over £5bn worth of assets. Fundsmith was founded on the principle of delivering superior performance with reasonable costs.

Terry Smith has over 40 years’ experience in the financial industry, with over 30 of that in stockbroking. With the team he has built around himself, Smith focuses on delivering the best results with the lowest costs.

INVESTMENT FUNDS

Fund Name

Fundsmith Equity I Acc View report
Fundsmith Equity I Inc View report

THE FUNDSMITH EQUITY FUND - MANAGER CHARGES

Ongoing charges: 0.97%

WHY CHOOSE TD?

  • Research tools and expert opinion
  • Invest regularly from as little as £25 per month
  • Range of mobile and tablet apps

COSTS FOR PURCHASING AND HOLDING FUNDS

  • No cost for buying or selling funds with us
  • No cost for changing funds

PLATFORM FEE

FUNDS UP TO £250,0000.30% per annum
FUNDS OVER £250,0000.20% per annum
MAXIMUM£1,500 per annum
Best Low Cost Stockbroker Winner 2016Best Managed Funds Provider Winner 2016

Please remember the value of your investments and the income derived from them can fall as well as rise.
You may get back less than you originally invested. Past performance is not a reliable indicator of future results.

Remember that each fund is unique and hence exposed to different levels of risk. Some are relatively low risk, whilst others can be very risky and those will only be appropriate for more sophisticated investors.

If you are unsure about the suitability of a particular investment, you should speak to a suitably qualified financial advisor.