Archive

  1. Fundsmith

    Fundsmith Equity Fund sets new standard in portfolio turnover

    The Fundsmith Equity Fund, launched in November 2010 by Terry Smith as the main vehicle for his own investments, has set a new standard in portfolio turnover delivering a negative portfolio turnover of -0.19% for the period to 30th June 2012.

    By Fundsmith
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  2. Fundsmith

    Fundsmith Equity Fund Awarded OBSR Rating

    The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has been awarded a Bronze Rating by Morningstar OBSR.

    By Fundsmith
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  3. Fundsmith

    Fundsmith Equity Fund Breaks Through £500M AUM

    The Fundsmith Equity Fund launched in November 2010 by Terry Smith as the main vehicle for his own investments has reached £533m of assets under management. Since launch the Fund has outperformed by 18.1% delivering a return of 28.0% versus the MSCI World’s 9.9% return* and it is currently ranked 1st out of more than 200 funds in the IMA Global sector since launch and over one year to 31st July**.

    By Fundsmith
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  4. BBC Question Time

    David Dimbleby chairs Question Time from Luton. On the panel: Transport Secretary Justine Greening MP, Shadow Olympics Minister Tessa Jowell MP, former leader of the Liberal Democrats Paddy Ashdown, comic actor & broadcaster Tony Robinson and the businessman Terry Smith.

    By BBC, David Dimbleby
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  5. Financial Times

    Financial Times - What Buffett has known since 1979

    Terry Smith writes to the Financial Times to point out that investors are only starting to realise what Warren Buffett has known for decades - that return on capital employed is the best measure of managerial performance.

    By Financial Times, Terry Smith
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  6. Financial Times - Poor and Confused Outlook Continues for Retail Investors.

    Sir, I refer to Alice Ross's article " Market timing errors prove too costly " (FT Money, November 20). The article quoted Skandia saying that behaviour on its investment platform reflects the fact that many investors buy UK equities in response to what the FTSE has been doing - buying more when it is high and less when it is low - a recipe for poor investment performance adding further justification to the notion that most investors are their own worst enemy.

    By Terry Smith
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