Fundsmith Equity

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Fundsmith Equity I Inc

Category Global Large-Cap Growth Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£6.3533

arrow-down£-0.031 (-0.49%)

Fund Code

FDEII

B4MR8G8

GB00B4MR8G82

Prices updated as at 18 Sep 2024
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Prices in GBP

Investment objective
The investment objective of the Fund is to achieve long term growth (over 5 years) in value. The Fund will invest in equities on a global basis. The Fund's approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies.

Growth of 1,000 as of 19 Sep 2024, 03:09

Trailing returns (%) as of 19 Sep 2024, 03:09

Annual performance (%)

YearThis fundGlobal Large-Cap Growth Equity
30 Jun 13 - 30 Jun 147.437.79
30 Jun 14 - 30 Jun 1519.6611.66
30 Jun 15 - 30 Jun 1633.5610.26
30 Jun 16 - 30 Jun 1724.9823.26
30 Jun 17 - 30 Jun 1815.7811.13
30 Jun 18 - 30 Jun 1918.488.91
30 Jun 19 - 30 Jun 208.6412.78
30 Jun 20 - 30 Jun 2124.4323.60
30 Jun 21 - 30 Jun 22-11.13-15.14
30 Jun 22 - 30 Jun 2313.8211.73
30 Jun 23 - 30 Jun 2413.3717.65

Trailing returns (%)

YearThis fundGlobal Large-Cap Growth Equity
1 Day0.09-0.15
1 Month0.43-0.80
3 Months-1.49-1.12
6 Months-0.651.27
1 Year10.4013.59
3 Years annualised3.091.22
5 Years annualised8.828.38
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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