Most fund managers will send you a glossy brochure. At Fundsmith we want you to have an Owner’s Manual. Why? Because your understanding of what we are trying to achieve and how we will approach it is a critical element in enabling us to attain our goal.
Documents
Notices to Shareholders
Please note that as of the 1st March 2021 the structure of the Fundsmith Equity Fund SICAV was changed and we introduced a new fund, the Fundsmith Sustainable Equity Fund SICAV. Other Notices to Shareholders can be found by clicking the links opposite.
Third-party Analysis on Fundsmith
A selection of third-party reports on Fundsmith can be found here.
Annual Reports and Audited Financial Statements
- Annual Report Including Audited Financial Statements as at 31 December 2024
- Unaudited Semi Annual Report For The Period From 1 January 2024 To 30 June 2024
- Annual Report Including Audited Financial Statements as at 31 December 2023
- Unaudited Semi Annual Report For The Period From 1 January 2023 To 30 June 2023
- Annual Report Including Audited Financial Statements as at 31 December 2022
- Unaudited Semi Annual Report For The Period From 1 January 2022 To 30 June 2022
- Annual Report Including Audited Financial Statements as at 31 December 2021
- Unaudited Semi Annual Report For The Period From 1 January 2021 To 30 June 2021
UK Tax Reporting
- Belgium WHT Disclosure (FSEFS) 2025
- UK Tax Reporting 2023
- Belgium WHT Disclosure (FSEFS) 2023
- UK Tax Reporting 2022
- UK Tax Reporting 2021
- UK Tax Reporting 2020
- UK Tax Reporting 2019
- UK Tax Reporting 2018
- UK Tax Reporting 2017
- UK Tax Reporting 2016
- UK Tax Reporting 2015
- UK Tax Reporting 2014
- UK Tax Reporting 2013