Fundsmith Investment Services Ltd

Overview

Fundsmith Investment Services Ltd is a UK-based investment management firm established in 2010 by Terry Smith. The firm focuses on delivering superior investment performance at a reasonable cost, managing assets across various funds and investment trusts. As of December 31, 2025, Fundsmith managed £24 billion on behalf of a diverse clientele, including wealth managers, private banks, prominent families, charities, endowments, and individual investors. The firm's investment strategy is centered on a long-term, buy-and-hold approach, seeking to own concentrated portfolios of quoted businesses chosen based on company fundamentals, defensible competitive advantages, and attractive valuations. Fundsmith's portfolio managers have a significant investment in their funds, aligning their interests with those of their investors. Ancillary activities are outsourced to leading providers to ensure high-quality operations, allowing the team to focus on investment analysis, portfolio management, and customer care. Fundsmith's funds include the Fundsmith Equity Fund, Fundsmith Sustainable Equity Fund, and Smithson Investment Trust, among others. The firm has expanded its presence internationally, with affiliates in the United States and Mauritius, and has extended its relationship with SS&C Technologies to support the launch of its Fundsmith Equity ETF in the U.S. market. This expansion reflects Fundsmith's commitment to providing its investment strategies to a broader audience, maintaining its focus on delivering value to investors through a disciplined and consistent investment approach.

Portfolio Companies