Get Fundsmith Equity Fund Junior Isa Application Form

wishing to invest with Fundsmith. You must first complete the Entity Account Opening Form and provide the required Anti-Money Laundering documents for us to review and process your application. If the application is successful, you will receive an account number and may then submit a Dealing Form.

Withdrawals. If you wish to make an ad-hoc withdrawal, please complete a Form of Renunciation. If you wish to withdraw a portion of your investment on a regular basis as 'income', please use the Regular Withdrawal Form.

With a strong track record under industry stalwart Terry Smith, the £22.8billion Fundsmith Equity has consistently topped lists of most-bought funds and is a regular fixture on best-buy lists. Since its launch in 2010 the fund has returned nearly 500 per cent, or 15.5 per cent annualised.

An investor, or prospective investor, may buy or sell their shares on demand each business day in the UK....Fund details. Fund TypeOpen Ended Investment CompanyStandard initial Charge-Annual Management Charge0.9%Dividend FrequencyAnnuallyLatest Distribution Info1.1361p 03 January 20231 more row

The Fundsmith investment ISA is called the 'Fundsmith Equity' and allows investors to choose from various: funds, gilts and bonds.

Timing of withdrawals The payment dates for regular withdrawals are the fifth day of any month, or earlier if that is a weekend. The shares are generally sold four business days before then to allow for settlement before the payment date.

The Fundsmith fund was axed for being one of too many global equity funds with a growth style bias on the list. Morningstar, which helps compile the ACE 40, also advised in favour of a broader approach than just the Fundsmith strategy through a sustainable lens.