The Fundsmith Equity Fund is managed by Terry Smith. Fundsmith Equity Fund is one of the largest Unit Trusts in United Kingdom. The fund invests in a concentrated portfolio of bluechip stocks with strict criteria.
What is the growth of Fundsmith Equity Fund?
As at end of November 2022, the fund grew 15.5% per annum since inception.
What are the top-up companies?
What is the strategy behind the fund’s stellar performance?
Can I use SRS for investments?
Yes, you can use SRS for investments. The minimum investment for SRS is $15,300. The minimum investment using cash is $50,000.
What other information can I find about the Fundsmith Equity Fund?
I am interested, how do I invest?
The Fundsmith Equity Fund is available only for Accredited Investor (AI). If you are not an AI, purchasing through an insurance company is necessary.
If you are keen to find out more, contact me by filling booking a zoom meeting appointment. I will explain to you in greater details of the fund’s strategy and ascertain whether it is suitable for you. You can only invest in this fund only if I determine it to be a suitable investment for you. The suitability of this fund will depends on:
- Your personal investment experience
- Your overall wealth
- Your cash flow and
- Your time horizon.
An alternative investments will be proposed if it is found not to be suitable for you. Once, again, book a zoom meeting appointment with me now!
