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  3. Interactive Investor - Why we’re upping exposure to US shares

    In part two of our video interview, Smithson fund manager Simon Barnard explains that around a third of the shares in the current portfolio were selected around seven years ago when it raised the largest sum of money for a UK-domiciled investment trust in its initial public offering (IPO). Barnard discusses some of the long-term compounders he retains plenty of conviction in.

    By Interactive Investor
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  5. Interim Results 2025

    Chairman Mike Balfour and Portfolio Manager Simon Barnard discuss Smithson’s performance in the first half of the year, recent strategy updates, the portfolio, share buybacks, and more.

    By Smithson
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  8. Fundsmith Expands Smithson Research Team

    Fundsmith LLP (“Fundsmith”) is pleased to announce the expansion of its Smithson Investment Trust (“Smithson”) research capabilities with the appointment of Adam Gonzalez, CFA, as Research Analyst. 

    By Fundsmith
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  10. Adrian Moyle

    Hargreaves Lansdown: May 2025 update

    In this investment trust update, Investment Analyst Aidan Moyle shares our analysis on the manager, process, culture, ESG integration, cost, and performance of Smithson Investment Trust.

    By Adrian Moyle, Hargreaves Lansdown
    Read more
  15. Fundsmith

    Beware of Fraudulent WhatsApp Groups

    Beware of fraudulent WhatsApp groups and text messages purporting to be from members of the Fundsmith team suggesting trading ideas, requesting money transfers, job offers or asking you to click a link to download a file.

    By Fundsmith
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  16. Kepler Trust Intelligence - Smithson

    Smithson Investment Trust (SSON) offers investors high-conviction exposure to a range of high-quality global equities at the small to mid-cap end of the market cap spectrum.

    By Kepler Intelligence Trust
    • Smithson
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  20. Terry Smith

    Financial Times - Why I never invest in bank shares

    Having spent the first decade of my career working in a bank and then becoming a top-rated bank analyst, I find that people often express surprise that I never invest in bank shares. But I think it is precisely because I understand banks that I never invest in their shares. The recent events surrounding the collapse of Silicon Valley Bank (“SVB”) and Credit Suisse reinforce this stance. Why?

    By Terry Smith, Financial Times
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