Investment management company, founded in 2010 by Terry Smith. Account not for US persons. View social media notice: https://xitter.cf/t.co/kdAm7JAa1f
London
Joined April 2012
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Our three principles explained. Capital at risk. The value of investments and the income from them may go down as well as up. Past performance is not a guarantee of future results. #InvestmentPrinciples #LongTermInvesting #InvestmentStrategy
Smithson's portfolio starts with a universe of roughly 95 companies built over eight years of research into the best small and mid-caps in global developed markets. Learn more about stock picking and Smithson’s investment approach here: fundsmith.co.uk/news/2026/70… . Capital at risk.
Hargreaves Lansdown's July 2026 update on the Smithson Equity Fund. Analyst Tom James on Simon Barnard's quality approach to small and mid-sized companies, culture, ESG, cost and performance. fundsmith.co.uk/news/2026/70… Under HL editorial control. Capital at risk.
Terry Smith shares the latest on Fundsmith Equity Fund — covering performance, portfolio activity and the adaption to the ‘Do Nothing’ leg of the investment process as set out in the Semi-Annual Letter to Shareholders. Watch it here: fundsmith.co.uk/tv/ Capital at risk.
UK Investor Magazine on how Simon Barnard selects high-quality small and mid-caps for the Smithson Equity Fund. Read more: fundsmith.co.uk/news/2026/70… Produced under UK Investor Magazine editorial control. Mentions of individual companies are not investment advice. Capital at risk.
The Fundsmith Equity Fund’s Semi-Annual Letter to Shareholders is now available. Please find Terry Smith’s commentary on the Fund’s performance during the first half of 2026: fundsmith.co.uk/media/lfhpxi… Capital at risk. #TerrySmith #Fundsmith #SemiAnnualShareholderLetter
Annual Letter to Shareholders 2025. Capital at risk. This content is for informational purposes only and does not constitute financial advice.
#Investing #LongTermInvesting #Fundsmith
#FundsmithEquityFund
Terry Smith on AI in the Annual Letter to
Shareholders 2025. Capital at risk. This content is for informational purposes only and does not constitute financial advice. #TerrySmith #AnnualLetter #FundsmithEquityFund
Simon Barnard joins the Sharesify podcast to discuss Smithson's transition from an investment trust to an open-ended fund. Listen here:fundsmith.co.uk/news/2026/69… Produced under Sharesify editorial control. Mentions of individual companies are not investment advice. Capital at risk.
The video of our Annual Shareholders' Meeting 2026 is live on our website. Watch it here: fundsmith.co.uk/tv/ Capital at risk. #FundsmithEquityFund #ASM #TerrySmith
Fundsmith LLP is pleased to announce the launch of the Smithson Equity Fund, following the decision to transition Smithson Investment Trust into an OEIC. The transition does not alter Smithson’s investment process or team. Capital at risk. Find out more: fundsmith.co.uk/news/2025/67…
On 24 February, the Fundsmith Equity Fund held its Annual Shareholders’ Meeting, with over 1000 investors registering to attend the event. Thank you to everyone who joined us - we look forward to seeing you again next year. #FundsmithEquityFund #ASM #AnnualShareholdersMeeting
The Fundsmith Annual Shareholder Meeting is less than a month away. Here are a few moments from last year’s meeting in February 2025.
#AnnualShareholderMeeting #Fundsmith #ASM
Stephen Clapham interviews Terry Smith on recent underperformance and his long-term investing approach. This interview was published under Behind the Balance Sheet Podcast's editorial control. Not investment advice. Capital at risk. Watch the video: fundsmith.co.uk/news/2025/66…
The Fundsmith Equity Fund's Annual Letter to Shareholders is now available. Terry Smith shares his insights on fund performance in 2025. Read the full letter: fundsmith.co.uk/media/4hcfd1… Capital at risk. #AnnualShareholderLetter #TerrySmith #Fundsmith
AJ Bell’s Dan Coatsworth interviews Terry Smith on AI, market risks, and his fund’s outlook. This interview was published under AJ Bell's editorial control. Mentions of individual companies are not investment advice. Capital at risk. Watch the interview: fundsmith.co.uk/news/2025/65…
Terry Smith tells Expansión: “There could be a stock market bubble more extreme than in 2000.” This article was published under Expansión’s editorial control. Mentions of individual companies are not investment advice. Capital at risk. Read more: fundsmith.co.uk/news/2025/65…
Fundsmith LLP UK retweeted
In today’s FT Adviser, David Thorpe writes an entire article about the ‘10% fee increase’ at SSON.LN’s conversion of the fund.
Problem #1: 10% of 0.9% is only 0.09% and unworthy of being a news story.
Problem #2: The only reason this 0.09% rise is happening is because Terry Smith admirably is giving investors a 10% capital gain (i.e., 1,000 bps).
So David — would you rather have a +10% return and pay 0.09% more in fees, or skip the 1000 basis points gain and save 9 basis points?
And if that wasn’t clear enough: the 1,000 bps gain could be invested in say, UK gilts that gives additional per year gains that are 4× the fee increase.
So here’s a rewritten title: ‘Fundsmith delivers a 10% one-time gain and additional gains per year, thank you Terry!’
There’s no better way to fix this article than to remove it.
ftadviser.com/investment-tru…}
Terry Smith speaks with AJ Bell’s Dan Coatsworth about why converting Smithson to an open-ended fund is in the best interest of investors. Watch the full interview: smithson.co.uk/news/2025/653… Capital at risk.
In part two of Insider Interview from @ii_couk , Simon Barnard discusses stocks he’s held since inception seven years ago, how he decides which companies to buy, recent portfolio activity and more. Watch the full conversation: smithson.co.uk/news/2025/636… Capital at risk. #Smithson