Fundsmith manages pooled investment funds, investing in equities globally. They use a buy-and-hold strategy, focusing on high-quality businesses expected to deliver long-term growth. Fundsmith does not engage in short-term trading. They invest in companies with sustainable advantages, high certainty of growth, and resilience to change. Fundsmith is based in London, England.
Assets Under Management$31B
Clients5
AdvisorsN/A
Avg. per Client$6.1B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be reduced or waived for certain investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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