Fundsmith Sustainable Equity Fund

Select share classes

Fundsmith Sustainable Equity Fund I Inc

Category Global Large-Cap Growth Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.9527

arrow-up£0.004 (+0.18%)

Fund Code

FDSEI

BF0V6Q5

GB00BF0V6Q57

Prices updated as at 19 Feb 2025
|
Prices in GBP

Investment objective
The investment objective of the Company is to achieve long term growth in value. The Company will invest in equities on a global basis. The Company’s approach is to be a long term investor in its chosen stocks. It will not adopt short-term trading strategies. The Company has stringent investment criteria which the ACD and the Investment Manager adhere to in selecting securities for the Company’s investment portfolio. These criteria aim to ensure that the Company invests in high quality businesses which in the opinion of the ACD and Investment Manager are those: that 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.

Annual charges

Product charges
0.96
0.02
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 31 Aug 2024pdf
Key Information Document / Technical Guide 19 Jan 2024pdf
Annual Report 31 Dec 2023pdf
Interim Report 30 May 2022pdf
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