ETFTFundsmith Equity ETF
The Fund seeks to deliver capital preservation and capital appreciation.
Annual Cost
—
#5,562 of 5,562 · expensive
Fund Size
—
#5,562 of 5,562 · small
Return (1Y)Goal
N/A
Track Record
—
#5,562 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,750-2.5%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundRisk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-14.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- The Fund seeks to deliver capital preservation and capital appreciation.
- Strategy
- The Fund aims to capture returns from U.S. equity markets in rising markets while protecting against losses in declining markets through a multi-pronged strategy that includes hedging with put options and utilizing a long/short equity approach.
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Data updated on 2026-06-19