Smithson Investment Trust PLC Logo

Smithson Investment Trust PLC

Investment trust for long-term growth via a concentrated portfolio of global SMID companies.

SSON | IL

Overview

Corporate Details

ISIN(s):
GB00BGJWTR88
LEI:
52990070BDK2OKX5TH79
Country:
United Kingdom
Address:
6TH FLOOR, 125 LONDON WALL, EC2Y 5AS LONDON
Sector:
Financial and insurance activities
Industry:
Activities of trusts, funds and similar financial entities

Description

Smithson Investment Trust PLC is an externally managed investment trust focused on providing shareholders with long-term capital growth. Managed by Fundsmith LLP, the trust implements a long-term, buy-and-hold strategy by investing in a high-conviction, concentrated portfolio of approximately 25 to 40 global small and mid-sized (SMID) companies. The investment policy targets high-quality, listed or traded companies with market capitalizations within the range of the MSCI World SMID Index at the time of initial investment. The trust emphasizes its role as a long-term investor and does not engage in short-term trading strategies, aiming to deliver superior risk-adjusted returns.

Social Media

Unlock This Filing & Millions More

You're one step away from the data you need. Create a free account to instantly view this filing and get access to powerful research tools.

Filings

You have of free filing views remaining. Upgrade for unlimited access.
Quick Filters:

Filters

Clear
Bulk Actions:
Date Filing Language Size Actions
2025-11-20 11:43
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 6.2 KB
2025-11-19 11:59
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 6.2 KB
2025-11-18 12:06
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 6.2 KB
2025-11-17 11:57
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 6.2 KB
2025-11-14 11:58
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 6.2 KB
2025-11-13 11:37
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 2.6 KB
2025-11-12 11:57
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 2.6 KB
2025-11-12 08:30
Delisting Announcement
Restructure Proposals
English 30.6 KB
2025-11-11 18:15
Transaction in Own Shares
Transaction in Own Shares
English 7.3 KB
2025-11-11 12:03
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 1.5 KB
2025-11-10 18:30
Transaction in Own Shares
Transaction in Own Shares
English 7.3 KB
2025-11-10 12:02
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 2.6 KB
2025-11-07 19:30
Major Shareholding Notification
Holding(s) in Company
English 25.2 KB
2025-11-07 18:25
Transaction in Own Shares
Transaction in Own Shares
English 7.3 KB
2025-11-07 15:50
Pre-Annual General Meeting Information
Notice of General Meeting
English 156.9 KB

Automate Your Workflow. Get a real-time feed of all Smithson Investment Trust PLC filings delivered via API.

Explore Data Feeds →

Market Data

Market Data Not Available

Financials & KPIs

No data available

Unlock Full Financials for Smithson Investment Trust PLC

This data is available as part of our premium data solutions. Contact our team for access.

Need More History? Access decades of standardized financials for Smithson Investment Trust PLC via our API.

Get Historical Data →

Insider Transactions

Date Insider Name Position Type Shares Value
No insider transactions recorded for this company.

Peer Companies

HENDERSON HIGH INCOME TRUST PLC Logo
A UK trust providing high dividend income and capital growth from a portfolio of UK equities/bonds.
United Kingdom
HHI
HENDERSON INTERNATIONAL INC.TST PLC Logo
A former investment trust for UK investors providing global income, now in liquidation.
United Kingdom
HINT
Henderson Opportunities Trust PLC Logo
A now-liquidated investment trust that sought capital growth from UK investments.
United Kingdom
HOT
Henderson Smaller Companies Investment Trust PLC Logo
Maximizes total returns by investing in a diversified portfolio of smaller UK companies.
United Kingdom
HSL
Herald Investment Trust PLC Logo
Investment trust seeking capital growth from smaller, global TMT quoted companies.
United Kingdom
HRI
HgCapital Trust PLC Logo
An investment trust providing liquid exposure to unquoted software and services businesses.
United Kingdom
HGT
HICL Infrastructure PLC Logo
Invests in low-risk public infrastructure assets, delivering sustainable long-term income.
United Kingdom
HICL
HISPANOTELS Logo
A REIT investing in a diversified property portfolio to generate income and shareholder dividends.
Spain
YHSP
Home REIT PLC Logo
A REIT winding down its homeless accommodation portfolio to return capital to shareholders.
United Kingdom
HOME
ICG Enterprise Trust PLC Logo
Offers access to a diversified portfolio of private equity buyouts in Europe and North America.
United Kingdom
ICGT

Talk to a Data Expert

Have a question? We'll get back to you promptly.