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

This is a Fraction of the Available Data.

You're viewing a limited, static snapshot. Professionals use our API to get real-time, AI-ready data for Smithson Investment Trust PLC and 9,000+ other companies.

Stop analyzing yesterday's news. Start building a real-time advantage.

Request Enterprise API Access

Filings

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

Filters

Clear
Date Filing Language Size Actions
2025-09-15 18:30
Transaction in Own Shares
Transaction in Own Shares
English 7.6 KB
2025-09-15 11:22
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 3.3 KB
2025-09-12 10:55
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 7.0 KB
2025-09-11 12:03
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 7.0 KB
2025-09-10 11:56
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 7.0 KB
2025-09-09 11:46
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 3.3 KB
2025-09-09 08:12
Transaction in Own Shares
Transaction in Own Shares
English 7.6 KB
2025-09-08 11:54
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 3.3 KB
2025-09-05 11:54
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 7.0 KB
2025-09-04 17:58
Transaction in Own Shares
Transaction in Own Shares
English 7.7 KB
2025-09-04 12:01
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 3.4 KB
2025-09-03 18:29
Transaction in Own Shares
Transaction in Own Shares
English 7.7 KB
2025-09-03 12:05
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 7.0 KB
2025-09-02 18:32
Transaction in Own Shares
Transaction in Own Shares
English 7.7 KB
2025-09-02 12:05
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 7.0 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

No Financial Data Available

Standardized financial statements for the selected period are not yet available.

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

Company Country Ticker View
ICU GİRİŞİM SERMAYESİ YATIRIM ORTAKLIĞI A.Ş. Logo
Venture capital trust funding high-growth tech SMEs in e-commerce, logistics & agriculture.
Türkiye ICUGS
INCOME & GROWTH VCT (THE) PLC Logo
A VCT investing in high-growth unquoted UK companies for tax-efficient shareholder returns.
United Kingdom IGV
INTERNATIONAL BIOTECHNOLOGY TST PLC Logo
Investment trust for global biotech & life sciences, offering growth and a 4% dividend.
United Kingdom IBT
Invests in a global portfolio of high-potential tech and life sciences companies.
United Kingdom N/A
Isxis Investment Public LTD Logo
A capital investment firm managing securities for capital gains, focusing on Cyprus/Athens exchanges.
Cyprus ISXI
İŞ YATIRIM ORTAKLIĞI A.Ş. Logo
Investment trust managing a diverse portfolio of domestic and international equities and bonds.
Türkiye ISYAT
JPMORGAN ASIA GROWTH & INCOME PLC Logo
Investment trust providing growth and income from a portfolio of Asian equities (ex-Japan).
United Kingdom JAGI
JPMORGAN CHINA GROWTH & INCOME PLC Logo
An investment trust providing long-term capital growth and income from companies in Greater China.
United Kingdom JCGI
JPMORGAN CLAVERHOUSE IT PLC Logo
An investment trust focused on UK large-cap stocks for capital and income growth.
United Kingdom JCH
JPMorgan Euro Discovery Trust PLC Logo
Investment trust targeting capital growth from innovative, smaller companies in Continental Europe.
United Kingdom JEDT

Talk to a Data Expert

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