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
2025-09-16 11:45
Net Asset Value
Smithson Investment Trust Plc - Net Asset Value(s)
English 2.2 KB
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

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
MOMENTUM MULTI-ASSET VALUE TRUST PLC Logo
A now-closing investment trust that held a diversified, value-oriented multi-asset portfolio.
United Kingdom MIGT
Monks Investment Trust PLC Logo
A global trust pursuing long-term capital growth via a diverse portfolio of global growth equities.
United Kingdom MNKS
MONTANARO EUROPEAN SMALLER C.TSTPLC Logo
An investment trust seeking capital growth from a portfolio of smaller Continental European companies.
United Kingdom MTE
MONTANARO UK SMLR COS INV TST PLC Logo
An investment trust seeking capital growth by investing in high-quality, smaller UK companies.
United Kingdom MTU
Monumental Residence Sociedade De Invest Coletivo Imobiliaria Fech SA Logo
A closed-end investment firm managing and developing a portfolio of real estate assets.
Portugal MLMR
Murray Income Trust PLC Logo
A UK equity investment trust delivering growing income and long-term capital growth.
United Kingdom MUT
Murray International Trust PLC Logo
Global investment trust targeting high dividend yield and long-term capital growth.
United Kingdom MYI
A venture capital trust making long-term equity investments in unlisted and listed UK companies.
United Kingdom NCA2
NEW STAR INVESTMENT TRUST PLC Logo
Investment trust seeking long-term growth via a flexible, global multi-asset allocation policy.
United Kingdom NSI
NEXTPOINT Logo
Spanish REIT acquiring and managing hotels, tourist buildings, and senior residences.
Spain YNPC

Talk to a Data Expert

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