Clients
Fundsmith Investment Services Limited serves 13 clients, 11 of them pooled investment vehicles. The average client has about $1.89 billion with the firm.
- Pooled investment vehicles11 clients100%
- Investment companies2 clients0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $86,629,526 | 0.4% | $43.3M |
| Pooled investment vehicles | 11 | $24,488,689,695 | 99.6% | $2.23B |
| Total | 13 | $24,575,319,221 | 100% | $1.89B |
- Clients
- 2
- Regulatory AUM
- $86,629,526
- Share
- 0.4%
- Avg. per client
- $43.3M
- Clients
- 11
- Regulatory AUM
- $24,488,689,695
- Share
- 99.6%
- Avg. per client
- $2.23B
Total
- Clients
- 13
- Regulatory AUM
- $24,575,319,221
- Share
- 100%
- Avg. per client
- $1.89B
What it does
Fundsmith Investment Services Limited provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets.
Fundsmith Investment Services Limited advises 1 private funds.
96.9% of assets ($23.81B across 12 accounts) are managed with discretion; $763.2M across 1 account is not. 62% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Fundsmith Investment Services Limited has custody of $617.3M for 3 clients.
- All other custodians$24.58B100%
Ownership and leadership
Eighth Wonder Limited owns 75% or more of Fundsmith Investment Services Limited, and Terence Smith is its CEO.
- Owns 75% or more of Fundsmith Investment Services Limited
Eighth Wonder Limited
Control person · since July 2017
- Owns 75% or more of Eighth Wonder Limited
The Eighth Wonder Foundation
Control person · since June 2022
- Owns 10% to 25% of Fundsmith Investment Services Limited
Julian Robins
since July 2014
- Owns 5% to 10% of Fundsmith Investment Services Limited
Mark Laurence
since July 2014
Leadership
- Terence SmithDirector - Chief Executive Officer
- Tom ArmstrongChief Operating Officer
- Sameerah JoomunChief Compliance Officer
- Mohammad HossanyDirector
- Greville WardDirector
- Julian RobinsShareholder
- Mark LaurenceShareholder
Staff
- 12 employees
- 2 in advisory functions
Reported holdings
Fundsmith Investment Services Limited’s reported 13F holdings total $4.52B across 27 positions, and the ten largest make up 55.2% of it.
- $4.52B
- Reported 13F value
- 27
- Positions
- 55.2%
- In the 10 largest
- +2.6%
- Value vs. prior quarter
- Marriott Intl Inc. New · CL A7.4%
- Stryker Corporation7.3%
- Waters Corp.7.0%
- Church & Dwight CO Inc.5.4%
- Visa Inc. · Com CL A5.2%
- Texas Instrs Inc.5.0%
- Uber Technologies Inc.4.7%
- Mastercard Incorporated · CL A4.5%
- Alphabet Inc. · Cap Stk CL A4.4%
- Taiwan Semiconductor Manufac · Sponsored ADS4.3%
Together, the ten largest are 55.2% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $4.52B is not its $24.58B in regulatory assets and does not represent any individual client's portfolio.
Fees
Fundsmith Investment Services Limited is paid through a percentage of assets under management.
Fundsmith Investment Services Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Fundsmith Investment Services Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Fundsmith Investment Services Limited
- Headquarters
- Palma B2 Road, Beaux Songes, Mauritius 1902-01
- Phone
- 002304833015
- Website
- Not reported
- SEC file
- 801-123042
- Structure
- corporation organized in Mauritius
- Fiscal year end
- March
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Fundsmith Investment Services Limited have?
Fundsmith Investment Services Limited has 13 clients and manages $24.6 billion for them, as of June 2026. They include 11 pooled investment vehicles and 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Fundsmith Investment Services Limited offer?
Fundsmith Investment Services Limited provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Fundsmith Investment Services Limited have?
Fundsmith Investment Services Limited has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Fundsmith Investment Services Limited?
Fundsmith Investment Services Limited is owned through a holding company by The Eighth Wonder Foundation. Its direct owners are Eighth Wonder Limited (75% or more), Julian Robins (10% to 25%) and Mark Laurence (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Fundsmith Investment Services Limited get paid?
Fundsmith Investment Services Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file