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.

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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

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Insider Transactions

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

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