Fundsmith Equity Fund
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684.28p T Class Acc, 20 Jun 25
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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2025 to 5 April 2026 the overall investment limit is £20,000.

 

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AJ Bell: Money & Markets podcast - Fundsmith’s small cap strategy

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AJ Bell
By AJ Bell

Watch Smithson’s Simon Barnard in discussion with AJ Bell’s Dan Coatsworth from 11 minutes below. Simon talks about narrowing the focus of the trust and why he doesn’t believe having half the portfolio in the US is a currently a problem.

 

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