Why do you need an owner's manual?

The prospectus has been prepared in accordance with the Prospectus Rules of the Financial Conduct Authority (FCA) made pursuant to section 73A of FSMA. The prospectus has been approved by the FCA and has been filed with the FCA in accordance with Rule 3.2 of the Prospectus Rules.  It contains important information and should be read as a whole by any investor considering an investment in the Smithson Investment Trust plc.

This document provides you with key investor information about this fund. This is not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You are advised to read this document so you can make an informed decision about whether to invest. If you are unsure about the suitability of this fund, please consult a financial adviser.

Click on the links opposite to download the presentation slides.

Click on the links opposite to download the Smithson Annual Accounts, Notice of Annual General Meeting, and Votes cast at the Annual General Meetings.

Part of our role as an investment manager is to engage with investee companies in order to satisfy ourselves that they are acting in the best interests of shareholders. Shareholder engagement is fully integrated into our investment strategy and processes, from our initial research, pre-investment due diligence through to the ongoing monitoring of investee companies.

UK Stewardship Code 2020
The Stewardship Report is submitted as part of our application to the FRC’s ‘UK Stewardship Code 2020’. Our application is pending approval. We are not signatories to the 2020 Code until our application has been accepted and the FRC’s list of signatories published. We remain a signatory to the 2012 Code.

Click on the links opposite to download additional statutory documents for Smithson.