Fundsmith Equity Fund
700.04p T Class Acc, 10 Jun 25

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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2025 to 5 April 2026 the overall investment limit is £20,000.

 
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AJ Bell - Fund overview of Smithson Investment Trust

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Portfolio Manager for Smithson Investment Trust, Simon Barnard talks AJ Bell through the trust's investment objectives, their investment process, new discoveries and more.
 
00:11 – Simon's background and role
00:25 – What are the trust's investment objectives?
01:15 – Investment process and how an idea is generated
02:50 – Any new exciting discoveries?
05:00 – Discount control policy?
 
Watch the interview with Simon here: https://www.ajbell.co.uk/video/smithson-investment-trust-simon-barnard-portfolio-manager-2025