Smithson Investment Trust plc

Smithson Investment Trust plc
Fundsmith LLP
Closed Ended Investment Company
Global Smaller Companies
1 %
0 %
MSCI World Small Cap NR USD
Fund Size
£ 1.85 billion
Discount Premium
The investment policy is to invest in shares issued by small and mid sized listed or traded companies globally with a market cap (at the time of investment) of between GBP500 m to GBP15 bn (although the Company expects that the average market cap of the companies in which it invests to be approximately GBP7 bn).
Holding %
Rightmove PLC 5.18 %
Verisk Analytics Inc 5.12 %
Check Point Software Technologies Ltd 5.01 %
Masimo Corp 4.98 %
Ansys Inc 4.52 %
Recordati SpA 4.31 %
Fevertree Drinks PLC 4.21 %
Equifax Inc 4.04 %
Cognex Corp 3.99 %
VeriSign Inc 3.91 %
Region %
United States 42.10 %
United Kingdom 22.45 %
Europe - ex Euro 13.43 %
Australasia 9.48 %
Eurozone 7.52 %
Middle East 5.02 %
Sector %
Technology 35.52 %
Industrials 25.40 %
Healthcare 17.91 %
Consumer Cyclical 6.86 %
Communication Services 5.19 %
Fundsmith LLP
W1G 0PW, London, United Kingdom
Legal Structure
Closed Ended Investment Company


Simon Barnard
Joined 10/19/2018
Will Morgan
Joined 10/19/2018

Will Morgan joined Fundsmith in July 2017. He previously spent 17 years at Goldman Sachs. He began his career there in 2000, initially in the asset management division, before moving to equity sales in 2002. In 2003 he joined the Global Investment Research division as an analyst covering the insurance sector, and became head of the team in 2008. In 2011 he moved to lead coverage of the Construction & Building Materials sector, becoming a Managing Director in 2013 and deputy head of the Industrials business unit. He became a sector specialist for Autos and Industrials in 2015. He has a First Class degree in Economics & Politics from the University of Bristol and is a CFA charter holder.

Data provided by Morningstar.

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