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Portfolio manager Simon Barnard tells us how he is piloting Smithson – the trust the star manager, Terry Smith, helped fund – through choppy waters.
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Fundsmith investment trust delivers less than half the 23% falls seen in the MSCI index. The Smithson Investment Trust has revealed the stocks in its portfolio that have buoyed performance during the coronavirus sell-off as part of a remote presentation given during its first AGM.
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The Smithson Investment Trust has held up better than many other equity funds because of its quality bias and focus on strong balance sheets.
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In its first set of annual results since listing, Terry Smith’s fledgling investment trust Smithson has significantly outperformed its benchmark.
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Never one to care much what the rest of the world thinks of him, Terry Smith has contentedly ploughed his own furrow since setting up his own investment management firm nine years ago. With a distinctive, selective, long-term investment style, Fundsmith made its name with the unlisted £18 billion Equity Fund, which was launched in 2010.
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A year ago Smithson became the largest ever investment trust launch, raising £822.5m to invest in quality small to mid-cap companies. Investors lapped up the shares in the hope they would deliver similar success to its sister fund, Fundsmith Equity. Their faith has been rewarded with Smithson having achieved 18.8% return...
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Smithson Investment Trust PLC said Tuesday it outperformed its comparative index for the period from its London listing on October 19 last year to the end of June, amid improved market conditions.
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Last month, star manager Terry Smith announced he was throwing £25m of his own money behind a new investment trust, Smithson. Ahead of its launch, Money Marketing editor Justin Cash sat down with Simon Barnard and Will Morgan, the fund’s managers, to talk strategy, as well as their thoughts on some of the hottest topics in investments.
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City star Terry Smith has revealed plans for a new investment trust focused on global small and mid-sized companies. Smith's self-titled firm Fundsmith will roll out the Smithson Investment Trust with the aim of finding and investing in 25 to 40 of the world's best small and medium-sized companies.
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Fundsmith, the fund management business set up by veteran City stockpicker Terry Smith, says it will absorb all of the launch costs of its new £250m investment trust in a move that will reignite the debate over investment fees charged to retail investors.