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Fund summary

The Smithson Investment Trust plc. (the "Fund") investment policy is to invest in shares issued by small and mid ("SMID") sized listed or traded companies globally with a market capitalisation (at the time of initial investment) within the range of the constituents of the MSCI World SMID Index. The Fund’s approach is to be a long-term investor in its chosen stocks. It will not adopt short-term trading strategies. Accordingly, it will pursue its investment policy by investing in approximately 25 to 40 companies.

Smithson AGM 2025

Simon Barnard provides an update on the Smithson Investment Trust on the 23rd of April. Watch the video or download the presentation below.

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Why do you need an Owner's Manual?

Most fund managers will send you a glossy brochure. Fundsmith, as managers of the Smithson Investment Trust, want you to have an Owner's Manual. Why? Because your understanding of what we are trying to achieve and how we will approach it is a critical element in enabling us to attain our goal.

Contact us

Fundsmith Location Map

Registrar

For shareholding and registration queries: MUFG Corporate Markets (UK) Limited 

Manager

Fundsmith LLP 33 Cavendish Square London W1G 0PW

Board of Directors

Chairman of Smithson Investment Trust PLC c/o Apex Listed Companies Services (UK) Limited 4th Floor 140 Aldersgate St London EC1A 4HY

Media enquiries

Charlotte Balbirnie 07989 528421