Comments on: 10 Years Of Fundsmith Equity

By: ITinvestor

ITinvestor — Tue, 27 Jul 2021 13:32:42 +0000

In reply to Metro. I think Fundsmith would say the work needed to research existing and potential positions is much the same, regardless of how frequently they buy and sell. But it is a high charge relative to other funds that have several billion pounds of assets like Lindsell Train Global and Scottish Mortgage.

By: Metro

Metro — Mon, 26 Jul 2021 14:27:40 +0000

If Fundsmith do not buy and sell many companies within their portfolio. Is it necessary to charge approx 0.95% in fees?

By: Antony Read

Antony Read — Tue, 20 Oct 2020 20:04:35 +0000

Michael Davison… Snap, I was purely in Fundsmith for 5 years… I have diversified now, 10% Fundsmith 90% Smithson!

By: DC

DC — Fri, 09 Oct 2020 22:49:47 +0000

I have only recently discovered IT investor. Really enjoy the interesting articles. I have been invested in fundsmith for about 4 years to my personal profit. Also been in Lindsell train global for the same time but found that rather lacklustre over last year so moving out.
Keep up the good work IT investor.

By: Michael Davison

Michael Davison — Fri, 09 Oct 2020 17:47:43 +0000

I used to diversify but now my portfolio consists of one fund only. I know this approach wouldn’t suit many investors but I’m confident that Fundsmith is my route to steady and sustained profit. So I reckon I’m very happy to rely on Terry Smith for a good while yet.
Why diversify, Fundsmith is gold plated!

By: J

Thu, 08 Oct 2020 14:16:58 +0000

Great write up. Somehow I stumbled across Fundsmith fairly early on and then added. With that I considered them a member of my Oeic gang of 4 with Lindell Train, Marlborough Special Sits and sadly Woodford. Luckily the 3 have saved my blushes. I avoid tinkering now and happy to sit back with the Woodford liquidations going into ITs like Smithson and a punt on Temple Bar.