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Fundsmith Sustainable equity.

Closed-end funds and OEICs
Backache
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Fundsmith Sustainable equity.

#284893

Postby Backache » February 17th, 2020, 10:53 am

Just a quick heads up for anyone interested in sustainable equity funds. This has been going for a few years and has been available to institutional investors min investment £5M but they are opening it up at least for ISA purposes to individual investors.
As far as I can see the portfolio is much the same as the main fund except for drink and baccy which it eschews, it's other exclusions don't make much odds as the main fund is not invested in them anyway..
Personally I have investments in the main fund and don't think this is sufficiently different to interest me . The fees are the same but estimated total cost is slightly higher.

doug2500
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Re: Fundsmith Sustainable equity.

#284995

Postby doug2500 » February 17th, 2020, 5:53 pm

That was exactly my thoughts too. It also looks like it slightly underperformed the main fund too since it's been going.


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