Windsor, Conn. – SS&C will deliver a range of services for the new ETF, including fund administration, accounting, compliance, legal, and distribution. Additionally, SS&C will provide trading and capital markets services through its SS&C ALPS Series Trust. The Fundsmith Equity ETF aims to achieve long-term value growth through global equity investments.
Mark Laurence, COO of Fundsmith, commented on the extended relationship, stating, “We are delighted to extend our longstanding relationship with SS&C. The Fundsmith Equity Fund today is one of the largest active equity mutual funds in the U.
K. with circa 40,000 investors. SS&C’s technology and expertise are instrumental in supporting our retail customers. We look forward to collaborating with SS&C to help bring our investment strategy to U.
S. investors.”
Neal Chansky, Managing Director, SS&C Registered Fund Services, added, “We are pleased to continue and build upon our 15-year relationship with Fundsmith. Fundsmith’s growth story demonstrates the strength of our partnerships. SS&C’s strong platforms and expertise across geographies and fund structures are instrumental in helping investment managers expand and scale. As the ETF market continues to grow, we look forward to helping investment managers navigate operations so they can bring excellent opportunities to retail investors.”
Fundsmith, founded by Terry Smith in 2010, has leveraged SS&C’s technology and fund administration expertise since its first fund, The Fundsmith Equity Fund. This support has scaled with the company’s growth, which managed GBP24 billion across its strategies as of December 31, 2025. The firm is headquartered in the UK with affiliates in the USA and Mauritius.
SS&C Technologies, headquartered in Windsor, Connecticut, is a global provider of services and software for the financial services and healthcare industries. Established in 1986, the company serves more than 23,000 organizations worldwide.
Fundsmith Investment Services Limited, a registered investment adviser with the SEC, serves as the investment adviser to the Fund, with ALPS Distributors, Inc. acting as its distributor.
