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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Filings

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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

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Insider Transactions

Date Insider Name Position Type Shares Value
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