Terry Smith Performance

Fundsmith LLP Portfolio

$14.5B Total portoflio value

Performance vs S&P 500

Over the past 10 years, Terry Smith returned 182.2% compared to 263.7% for the S&P 500 — underperformed the S&P 500 by 81.5%.

1-Year Return

11.5%
S&P 500: 16.5%

3-Year Return

53.2%
S&P 500: 79.0%

5-Year Return

23.5%
S&P 500: 74.4%

10-Year Return

182.2%
S&P 500: 263.7%

Portfolio Value

Buy/Sell Distribution

Investment Strategy: Growth Investor