Fundsmith Equity

Select share classes

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

£6.4756

arrow-up£0.022 (+0.34%)

Fund Code

FDEII

B4MR8G8

GB00B4MR8G82

Prices updated as at 28 Mar 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskLow
Morningstar rating
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10 - year
Morningstar returnHigh
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 29 Feb 2024

1 year3 years
-0.172.04
0.620.67
-1.07-0.01
40.8961.74
1.210.56
9.3012.43
8.069.01

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.