1. Jonathan Davis

    Money Makers Podcast: Simon Barnard discusses Smithson

    Simon Barnard discusses Smithson and his view of recent financial market turbulence at length with Jonathan Davis, editor of the Investment Trusts Handbook and the Money Makers newsletter (

    By Jonathan Davis, Money Makers
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  2. Fundsmith

    The Times - Cycle turns again towards Smithson Trust

    Will rising inflation mean that technology stocks are set for a bumpier ride? According to Simon Barnard, the Smithson Trust asset manager, “yes, that’s possible”. But he is sanguine about any long-term threat to earnings for the companies in the FTSE 250 constituent’s portfolio, which attributes almost half its net asset value to businesses within the information technology sector.

    By Emma Powell, The Times
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  3. Fundsmith

    Beware of Email Phishing

    Beware of emails purporting to be from Fundsmith which have fake reply addresses using the domains; FUNDSMITH-CO.UK and ONLINE-FUNDSMITH.CO.UK

    By Fundsmith
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  4. Danielle Levy

    Daily Telegraph - Questor: our investment trust tip of the year – ‘This is one you can buy and lock away’

    Questor investment trust bargain: Smithson, the Fundsmith for smaller stocks, proved itself during the pandemic last year The pandemic has provided Smithson, the global investment trust for smaller and medium-sized companies from the Fundsmith stable, with its first major test. And so far it has done exactly what it set out to do: it has delivered steady returns despite the sharp market sell-off in March.

    By Danielle Levy, Daily Telegraph
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  5. Fundsmith

    Fundsmith Appointment

    Fundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Paul Mainwaring as Chief Financial Officer.

    By Fundsmith , Fundsmith
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  6. Yoosof Farah

    Shares - Smithson smashes benchmark as NAV jumps 15%

    Global smaller companies investment trust Smithson (SSON) smashed its benchmark in the first half of this year, outperforming  by a wide margin despite market turmoil due to the coronavirus pandemic.

    By Yoosof Farah, Shares Magazine
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  7. Financial Times - There are only two types of investors

    There is a lot to lose and little to gain from market timing
    I last wrote about the problems of so-called market timing in these pages in 2013 (Market timing: don't try this at home). With the Covid-19 pandemic dominating the news and recent volatility on world stock markets, you may have heard a lot about market timing again.

    By Financial Times
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  8. Fundsmith

    Fundsmith Long/Short fund

    You may have seen some media articles about a new fund that we have recently registered, the Fundsmith Long/Short Fund. The fund has been set-up to manage a portion of Terry’s assets that had hitherto been invested in bonds where yields are now near zero. The fund is not run by Terry Smith or being marketed to investors.
    Read the full statement...

    By Fundsmith
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