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. 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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  3. 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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  4. Miles Costello

    The Times - Smithson Investment Trust: Early signs suggest long-term success

    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.

    By Miles Costello, The Times
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  5. Daniel Coatsworth

    Shares - Smithson lives up to the hype as the Fundsmith trust turns one

    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...

    By Daniel Coatsworth, Shares Magazine
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  6. Financial Times

    Financial Times - Busting the myths of investment: who needs income?

    There seems to be something so alluring about dividend income that it often seems to lead investors to abandon common sense or be encouraged to do so by the investment industry.

    For example, how many times have you heard it said that the majority of returns from investment in equities comes from reinvestment of the dividends?

    By Financial Times , Terry Smith
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  7. Justin Cash

    Money Marketing - Inside Fundsmith’s new investment trust (video)

    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.

    By Justin Cash , Money Marketing
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  8. Alex Sebastian

    Daily Mail - Star fund manager Terry Smith reveals new investment trust to find and profit from the world's best small and mid-sized companies

    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.

    By Alex Sebastian, Daily Mail
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