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Manager factsheet
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Manager profile
Terry Smith graduated in History from University College Cardiff in 1974. He worked for Barclays Bank from 1974-83 and became an Associate of the Chartered Institute of Bankers in 1976. He obtained an MBA at The Management College, Henley in 1979. He became a stockbroker with W Greenwell & Co in 1984 and was the top-rated bank analyst in London from 1984-89. In 1990 he became head of UK Company Research at UBS Phillips & Drew, a position from which he was dismissed in 1992 following the publication of his best selling book Accounting for Growth. He joined Collins Stewart shortly after, and became a director in 1996. In 2000 he became Chief Executive and led the management buy-out of Collins Stewart, which was floated on the London Stock Exchange five months later. In 2003 Collins Stewart acquired Tullett Liberty and followed this in 2004 with the acquisition of Prebon Group, creating the world's second largest inter-dealer broker. Collins Stewart and Tullett Prebon were demerged in 2006 with Terry remaining CEO of Tullett Prebon until September 2014. In 2010 he founded Fundsmith where he is CEO and CIO. In 2012 he was appointed a Member of the New Zealand Order of Merit for services to New Zealand-UK relations following the success of his campaign to commemorate the New Zealander, Air Marshal Sir Keith Park.
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Terry Smith is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.
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Annualised total return over 10.3 years |
+14.1% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Terry Smith |
20.4 |
37.1 |
94.7 |
148.5 |
280.8 |
Peer Group Composite
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21.1 |
27.0 |
82.3 |
84.4 |
121.4 |
Over / Under |
-0.7 |
10.1 |
12.4 |
64.1 |
159.4 |
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Total return for Terry Smith
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Discrete calendar year performance : Terry Smith
Funds currently managed
Fund |
Sole/Co-managed |
Sector |
Periods |
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Fundsmith Equity |
Lead manager |
IA Global |
since Nov 01 2010 to present |
Fundsmith Sustainable Equity |
Lead manager |
IA Global |
since Nov 01 2017 to present |
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
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