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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2025 to 5 April 2026 the overall investment limit is £20,000.

 

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Killik & Co – Investor Insights Podcast: Julian Robins, Head of Research at Fundsmith

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Killik & Co
By Gordon Smith, Killik & Co

Investor Insights Podcast Episode #56 features a discussion with Julian Robins, Head of Research and co-founder of Fundsmith, the portfolio manager of the Fundsmith Equity Fund alongside Terry Smith (who we interviewed in episode #3 of the Investor Insights series).
 
Episode timestamps:
00:00 Introduction
02:37 Manager Bio
04:02 Opening anecdote
06:55 Assessing the impact of changing US trade policy
10:00 Opportunities and risks within the AI-related sector
13:39 Consumer trends within the corporate data
17:48 The evolution of the Fundsmith substitutes bench
24:29 Focusing on company leadership
27:47 Highest conviction area
30:44 Disclaimer and risk warnings
 
Listen to the podcast here:
YouTube: https://www.youtube.com/watch?v=gcSZ4ksBFGU 
Spotify: https://open.spotify.com/episode/3TYASYDU70ZnFnWbPTMH8D?si=48a22a34e0574355&nd=1&dlsi=3d406f2183c14552 
 
Killik & Co: This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).
 

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