Fundsmith Extends Relationship with SS&C to Support New U.S. ETF
MWN-AI** Summary
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has announced an expanded partnership with Fundsmith to support the launch of its new Fundsmith Equity ETF in the U.S. This ETF aims for long-term value growth by investing in globally listed equities. Fundsmith will utilize SS&C's comprehensive range of services, including fund administration, accounting, compliance, legal, and distribution, as well as trading and capital markets services via SS&C ALPS Series Trust.
Fundsmith's collaboration with SS&C began when Terry Smith founded the company in 2010. Over the years, SS&C’s expertise in fund administration has been critical to Fundsmith's growth, especially with the success of the Fundsmith Equity Fund—one of the UK’s largest active equity mutual funds, boasting around 40,000 investors. Mark Laurence, Fundsmith's COO, expressed enthusiasm about deepening their cooperation, affirming SS&C's role in enhancing customer support and facilitating their investment strategy for U.S. investors.
Neal Chansky, Managing Director of SS&C Registered Fund Services, highlighted that the ongoing relationship is a testament to the strength of their partnership. He emphasized SS&C's ability to assist investment managers in navigating operational complexities as the ETF market continues to expand, ultimately delivering quality opportunities to retail investors.
Fundsmith, established in 2010 and based in the UK, operates under a structure designed to ensure continuity of its investment philosophy. With recent assets under management reported at GBP 24 billion, Fundsmith focuses on delivering robust portfolio management and investment analysis while outsourcing ancillary functions to trusted providers.
Investors are encouraged to review the risks associated with the newly formed Fundsmith Equity ETF, as it currently has limited performance history. For more information, stakeholders can visit Fundsmith's website or consult the ETF's prospectus.
MWN-AI** Analysis
The recent expansion of Fundsmith’s partnership with SS&C Technologies to support the launch of their new U.S. Fundsmith Equity ETF marks an important step in both firms' growth trajectories, as well as indicates the increasing demand for high-quality investment strategies in the U.S. market. Given that Fundsmith has effectively established itself as one of the largest active equity mutual funds in the U.K., the introduction of its ETF to the U.S. could provide opportunities for long-term growth, appealing to both institutional and retail investors.
Investors should take note of a few key factors when considering the Fundsmith Equity ETF. First, this product aims to invest in listed equities globally, diversifying risk across different markets and sectors. This global approach, coupled with Fundsmith's strong reputation for disciplined investment analysis and management, suggests potential for solid long-term returns. However, it's essential to recognize that, as a new fund, it has limited historical performance data, which can introduce inherent risks.
Moreover, large inflows and outflows may significantly impact the ETF’s market exposure due to its smaller asset base compared to established funds. Investigating Fundsmith’s strong governance model, with significant partner investment aligning their interests with investors, can also be a reassuring factor.
The broader ETF market is expanding, and Fundsmith's move into this space, leveraging SS&C's technology and expertise, positions it well to meet growing investor demand. Investors should remain cautious and consider the volatility inherent in equity markets while evaluating the potential benefits of diversifying their portfolios with this ETF. Overall, while the Fundsmith Equity ETF presents an attractive proposition, prospective investors should conduct thorough due diligence and consider their investment horizon and risk appetite before entry.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced Fundsmith has expanded its relationship with SS&C to include support for the launch of its Fundsmith Equity ETF (the Fund) in the U.S.
The ETF will seek long-term growth in value by investing in listed equities on a global basis. Fundsmith will use SS&C for fund administration, accounting, compliance, legal and distribution services. SS&C will also provide trading and capital markets services through SS&C ALPS Series Trust.
Fundsmith has worked with SS&C since Terry Smith founded the business in 2010. SS&C’s technology and fund administration expertise provided the backbone for Fundsmith’s first fund, The Fundsmith Equity Fund, and has continued to scale with the company’s growth. As of December 31, 2025, Fundsmith managed GBP24 billion across its strategies.
“We are delighted to extend our longstanding relationship with SS&C,” said Mark Laurence, COO. “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.”
“We are pleased to continue and build upon our 15-year relationship with Fundsmith,” said Neal Chansky, Managing Director, SS&C Registered Fund Services. “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.”
About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.
About Fundsmith
Fundsmith was established in 2010 by Terry Smith. The business is owned and controlled by its partners, who have worked closely together over many years, and is headquartered in the UK with affiliates in the USA and Mauritius. It is structured to survive Terry Smith’s demise and continue with the same investment philosophy. Our Portfolio Managers have a significant investment in our funds delivering a clear alignment of interest. Ancillary activities are outsourced to some of the world's leading providers in order to deliver high-quality operations whilst allowing the Fundsmith team to focus on investment analysis, portfolio management and customer care. Learn more about the ETF at www.fundsmithetf.us
An investor should consider the investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus containing this and other information, call +1203 594 1863 or click here. Read the prospectus carefully before investing.
Important Risk Information: The Fund was recently formed and therefore has limited performance history for investors to evaluate. The Fund currently has fewer assets than larger funds, and like other relatively new funds, large inflows and outflows may impact the Fund’s market exposure for limited periods of time.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of an investment is available in the prospectus. The values of equity securities, such as common stocks and preferred stock, may decline due to general market conditions that are not specifically related to a particular company, such as real or perceived adverse economic conditions, inflation (or expectations for inflation), changes in the general outlook for corporate earnings, changes in interest or currency rates or adverse investor sentiment generally. Equity securities generally have greater price volatility than fixed-income securities.
Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable. Diversification does not eliminate the risk of experiencing investment losses.
Fundsmith Investment Services Limited, registered investment adviser with the SEC, is the investment adviser to the Fund. ALPS Distributors, Inc. is the distributor for the Fund.
Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com .
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SOURCE: SS&C
View source version on businesswire.com: https://www.businesswire.com/news/home/20260116868655/en/
Brian Schell
Chief Financial Officer, SS&C Technologies
Tel: 816-642-0915
E-mail: InvestorRelations@sscinc.com
Justine Stone
Investor Relations, SS&C Technologies
Tel: +1-212-367-4705
E-mail: InvestorRelations@sscinc.com
Media Contacts
For SS&C
Breanna King
Prosek Partners
E-mail: pro-ssc@prosek.com
For Fundsmith
Luke Zerdes
E-mail: l.zerdes@fundsmithus.com
FAQ**
How does the expansion of SS&C Technologies Holdings Inc. (SSNC) with Fundsmith for the Fundsmith Equity ETF impact SS&C’s growth and market positioning in the financial services sector?
What specific technologies and expertise does SS&C Technologies Holdings Inc. (SSNC) provide to Fundsmith that enable the launch of the Fundsmith Equity ETF in the U.S.?
Given the limited performance history of the Fundsmith Equity ETF, how does SS&C Technologies Holdings Inc. (SSNC) plan to mitigate risks for investors who are considering this new investment option?
How does the partnership between SS&C Technologies Holdings Inc. (SSNC) and Fundsmith illustrate the strengths of SS&C’s platforms in supporting investment managers as they navigate the growing ETF market?
**MWN-AI FAQ is based on asking OpenAI questions about SS&C Technologies Holdings Inc. (NASDAQ: SSNC).
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