Smithson PM Simon Barnard talks to Interactive Investor
Smithson Investment Trust: two favourite stocks
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Daily Mail - The Smithson Investment Trust: Terry Smith's listed fund focuses on small and mid-sized companies around the world
Read moreDaily Mail - The Smithson Investment Trust: Terry Smith's listed fund focuses on small and mid-sized companies around the world including Fevertree. Read the Daily Mail's article on the Smithson Investment Trust.
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Shares - Smithson smashes benchmark as NAV jumps 15%
Read moreGlobal 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.
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Portfolio Adviser - Outperforming Smithson trust buys ‘heavily’ during Covid crisis
Read moreSmithson Investment Trust manager Simon Barnard says he felt “comfortable buying heavily” in the first six months of the year during which he added two names to the portfolio and the trust handsomely outperformed its benchmark.
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Financial Times - There are only two types of investors
Read moreThere 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. -
Fundsmith Long/Short fund
Read moreYou 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... -
Money Marketing - Will a Terry Smith-backed investment trust be a victor of the crisis?
Read morePortfolio 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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Financial Times - Never let a crisis go to waste
Read moreWe now have a fully-fledged economic crisis caused by the reaction to the Covid-19 pandemic. What should you do about it in terms of investment?
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Portfolio Adviser - Smithson reveals stocks that have aided its coronavirus outperformance
Read moreFundsmith 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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Master Investor - Smithson’s quality bias leaves it well placed to weather the storm
Read moreThe 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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Beware of Email Phishing
Read moreBeware of emails purporting to be from Fundsmith which have fake reply addresses using the domains;
FUNDSMTH.CO.UK
FUNDSMTIH.CO.UK
FUNDSSMITH.CO.UK
FUNDSSMTH.CO.UK -
Shares - Terry Smith's Smithson outperforms in first year since listing
Read moreIn its first set of annual results since listing, Terry Smith’s fledgling investment trust Smithson has significantly outperformed its benchmark.
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The Times - Smithson Investment Trust: Early signs suggest long-term success
Read moreRead The Times' view on Smithson Investment Trust
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Shares - Smithson lives up to the hype as the Fundsmith trust turns one
Read moreA 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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Fundsmith Appoints IFA Sales Director
Read moreFundsmith LLP (‘Fundsmith’), the fund management company founded by Terry Smith, announces the appointment of Scott Chivers as Sales Director to independent financial advisors (‘IFAs’), strengthening its customer relationship team.
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Morningstar - Smithson Investment Outperforms Benchmark In Improving Market
Read moreSmithson 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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Response to The Sunday Times article
Read moreFundsmith is aware of an article published in The Sunday Times on 24 March 2019 alleging that we fail to abide by FCA rules on portfolio disclosure. Fundsmith has always prided itself on being at the vanguard of investor communications and The Sunday Times has now published a prominent apology.
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Money Observer - Fundsmith’s Terry Smith: forecasters are like Michael Fish
Read moreTumult, turbulence and turmoil are just the words beginning with the letter T used by commentators to describe the behaviour of stock markets in October. I think it’s always good to look at the definition of the words we are being asked to accept. For example: turmoil, noun: a state of great disturbance, confusion, or uncertainty . synonyms: confusion, upheaval(s), turbulence, tumult, disorder.
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Financial Times - Busting the myths of investment: Do equities outperform bonds?
Read moreAs an equity fund manager, questioning the investment myth that equities outperform bonds is the equivalent of coprolalia, an occasional characteristic of Tourette’s syndrome in which the sufferer involuntarily utters socially inappropriate remarks.
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Financial Times - Busting the myths of investment: who needs income?
Read moreThere 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?