Smithson Investment Trust
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1500.20 p -1.80 (-0.12%) Down 08 Aug, 13:36 BST
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  3. 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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  4. Fundsmith

    Fundsmith Appoints IFA Sales Director

    Fundsmith 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.

    By Fundsmith
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  6. Fundsmith

    Response to The Sunday Times article

    Fundsmith 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.

    By Fundsmith
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  7. Money Observer

    Money Observer - Fundsmith’s Terry Smith: forecasters are like Michael Fish

    Tumult, 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.

    By Money Observer, Terry Smith
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  9. 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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  10. 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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  11. 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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  13. 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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  14. Fundsmith

    Fundsmith Appoints Three New Partners

    Fundsmith LLP, the fund management company founded by Terry Smith, announces the appointment of Conrad Rey, Greville Ward and Daniel Washburn as Partners, subject to FCA approval.

    By Fundsmith
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The information on this website is intended for, and may be accessed only by, persons in the United Kingdom. Viewing the materials you are seeking to access may not be lawful in other jurisdictions.

No securities of the Company have been or will be registered under the US Securities Act of 1933, as amended (the "Securities Act") or under the securities laws of any state or other jurisdiction of the United States and may not be offered, sold or delivered, directly or indirectly, in or into the United States, or to or for the account or benefit of any US person (within the meaning of Regulation S under the Securities Act). In addition, the Company has not been, and will not be, registered under the United States Investment Company Act of 1940, as amended. There will be no public offer of securities in the United States.

If you are not permitted to view this website or are in any doubt as to whether you are permitted to view this website, please exit this website immediately by clicking on the "Disagree" button below. The contents of this website must not be released or otherwise forwarded, distributed or sent, directly or indirectly, in whole or in part, outside the United Kingdom and in particular in or into any Member State of the EEA, the United States, Australia, Canada, the Republic of South Africa or Japan or any other jurisdiction where the distribution of such materials would or may breach any applicable law or regulation or would require any registration or licensing within such jurisdiction. Persons receiving any such materials (including, without limitation, custodians, nominees and trustees) should observe these restrictions and must not, directly or indirectly, in whole or in part, forward, distribute or send them in, into or from any jurisdiction outside the United Kingdom. Neither the Company, Fundsmith LLP ("Fundsmith") nor their respective advisers accept any responsibility for any violation by any person of any of these restrictions.

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Access to this website is for information purposes only. Any person seeking access to this website represents and warrants to the Company and to Fundsmith that they are doing so for information purposes only. Making this website available does not constitute an offer to issue or sell or the solicitation of an offer to subscribe for or buy securities in the Company. Further, it does not constitute a recommendation by the Company or Fundsmith or any associated company or any other person to subscribe for or buy securities in the Company. The information on this website is general in nature and does not in any way constitute investment, tax, legal or other advice.
None of the Company, Fundsmith or any other person has, or accepts, any responsibility or duty to update any information, document or announcement contained on this website and the Company reserves the right to add to, remove or amend any information available on this website at any time.

J.P. Morgan Securities plc (acting as J.P. Morgan Cazenove) ("JPM") which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, is acting exclusively for the Company and no-one else in connection with the matters referred to on this website and will not be responsible to anyone other than the Company for providing the protections afforded to clients of JPM or accordingly for providing advice in relation to any matters referred to on this website. Apart from the responsibilities and liabilities, if any, which may be imposed on JPM by the Financial Services and Markets Act 2000, as amended, or the regulatory regime established thereunder, JPM does not accept any responsibility whatsoever for the contents of this website or for any statement made or purported to be made by it, or on its behalf, in connection with the Company. JPM accordingly disclaims all and any liability whether arising in tort, contract or otherwise (save as referred to above) which they might otherwise have in respect of such material or any such statement.

The information on this website is general in nature and may be subject to amendment and updating without notice. None of the Company, Fundsmith nor any other person guarantees the accuracy or completeness of any information on this website and each such person disclaims all representations and warranties, whether express or implied, to the greatest extent permitted by applicable law and regulation. By continuing to use this website, you agree to the exclusion by such persons, to the greatest extent permitted by applicable law and regulation, of any and all liability for any direct, indirect, punitive, consequential, incidental, special or other damages, including, without limitation, loss of profits, revenue or data arising out of or relating to the provision of and your use of this website and its content.

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