Global developed market large cap-biased equities. Active strategy with highly concentrated portfolio.
Data as of
Fundsmith is a London-based boutique investment manager founded in 2010 by Terry Smith. The firm employs a long-term, buy-and-hold approach to invest in concentrated portfolios of equities chosen on the basis of company fundamentals, defensible competitive advantages, and attractive valuation.
The Fundsmith SICAV - Fundsmith Equity Fund is an actively managed fund seeking to achieve long term (>5 years) growth in value, by investing in global developed and emerging markets equities with no market cap or currency constraints. The fund adopts a long-term investment approach focusing on fundamental bottom-up stock selection that looks for companies with 6 characteristics that are - those can sustain a high return on operating capital employed, whose advantages are difficult to replicate, which do not require significant leverage to generate returns, with a high degree of certainty of growth from reinvestment of their cash flows at high rates of return, that are resilient to change, particularly technological innovation, and whose valuation is considered to be attractive. ESG evaluation is integrated throughout the investment process. The fund runs a highly concentrated portfolio of ~30 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Fundsmith SICAV - Fundsmith Equity Fund
This fund represents active exposure to global developed large cap-biased equities.
iShares Edge MSCI World Quality Factor UCITS ETF
Dimensional Funds PLC - World Allocation 80/20 Fund
The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.
This fund represents active exposure to global developed large cap-biased equities.
The fund focuses on a bottom-up investment approach focusing on company fundamentals, defensible competitive advantages, and attractive valuation.
Sectors
Geography