Archive

  1. Jonathan Davis

    Money Makers Podcast: Simon Barnard discusses Smithson

    Simon Barnard discusses Smithson and his view of recent financial market turbulence at length with Jonathan Davis, editor of the Investment Trusts Handbook and the Money Makers newsletter (www.money-makers.co).

    By Jonathan Davis, Money Makers
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  2. FTAdviser

    FTAdviser - Terry Smith: How I built my £26bn fund

    The Forest Gate district of east London has changed over the past decade, the bars selling craft beers and exotic cocktails grapple with artisanal coffee shops for dominance. Terry Smith, manager of the biggest retail fund in the UK, grew up in the Forest Gate of the 1960s, a very different place to today.

    By FTAdviser, David Thorpe - FTAdviser
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  3. Victoria Chernykh

    Edison - Fundsmith Emerging Equities Trust - Stepping Forward

    Fundsmith Emerging Equities Trust (FEET) has evolved from an emerging markets (EM) consumer-driven growth story since launch in 2014. Its strategy remains to own high-quality companies, but a number of changes in emphasis have been made.

    By Victoria Chernykh, Edison
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  4.  Michael O'Brien

    Citywire - Fundsmith: We’ve been proved right on ‘Chinese burn’ fears

    Investing in China has become the hot topic of the moment for all the wrong reasons as scores of investors see the value of their investments slide and property giant Evergrande teeters on the brink of collapse. At Fundsmith, we are not surprised at all. The warning signs have been there all along, so why are people only now waking up to the risks investing in China presents?

    By Michael O'Brien, Citywire
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  5. What Investment - The cash generators of an emerging universe

    FEET's objective is to provide shareholders with an attractive return by investing in a portfolio of shares issued by listed or traded companies that have a majority of their operations in, or revenue derived from, developing economies. These businesses provide direct exposure to the rise of the consumer classes in those countries.

    By What Investment
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  6. Danielle Levy

    Daily Telegraph - Questor: our investment trust tip of the year – ‘This is one you can buy and lock away’

    Questor investment trust bargain: Smithson, the Fundsmith for smaller stocks, proved itself during the pandemic last year The pandemic has provided Smithson, the global investment trust for smaller and medium-sized companies from the Fundsmith stable, with its first major test. And so far it has done exactly what it set out to do: it has delivered steady returns despite the sharp market sell-off in March.

    By Danielle Levy, Daily Telegraph
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  7. Investors Chronicle - Terry Smith talks big tech, fraud and ESG

    Terry Smith, Fundsmith's chief executive and chief investment officer, fields the IC's questions about his portfolio and some of the biggest investment trends of today. He shares his views on China, the limits of ESG investment and some of the flagship fund's biggest holdings.

    By Investors Chronicle
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  8. Yoosof Farah

    Shares - Smithson smashes benchmark as NAV jumps 15%

    Global smaller companies investment trust Smithson (SSON) smashed its benchmark in the first half of this year, outperforming  by a wide margin despite market turmoil due to the coronavirus pandemic.

    By Yoosof Farah, Shares Magazine
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  9. Lee Wild

    Interactive Investor video interviews with Michael O'Brien

    Fundsmith Emerging Equities Trust portfolio manager Michael O’Brien talks to interactive investor about his fund, including how he identifies investment opportunities, ethical considerations and the decision-making process.

    By Lee Wild, Interactive Investor
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