Archive

  1. 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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  2. 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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  3. 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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  4. 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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  5. Financial Times

    Financial Times - Busting the myths of investment

    Adding small-caps to a global equity portfolio adds value without heightening the risk.


    If you are an investor you may have encountered these two adages. First, that in order to earn a higher return you must take greater risk. Second, asset allocation is the most important contributor to performance.

    By Financial Times, Terry Smith
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