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Sizing up small-cap funds, Photo by patricia serna on Unsplash

Sizing Up UK Small-Cap Funds

We seem to be having more of a Santa Rout than a Santa Rally, so it’s a brave investor that’s looking to put money in small-cap funds right now. But I think it’s a great time to size up what’s on offer.

Small cap investment trusts, small chick by Ray Hennessy at Unsplash

Big Returns From The Small-Cap Effect

I’ve always had a soft spot for investing in smaller companies, aka small caps. It’s what many private investors cut their teeth on. What’s more, there’s decent evidence that such companies outperform the wider market. This phenomenon has even got a catchy moniker: the small-cap effect.

Smithson Investment Trust: Fundsmith key strategies

Big Demand For Smithson Investment Trust

It probably wasn’t a great surprise to see that Smithson Investment Trust is looking to raise more cash. But it was a little surprising that it was left so late and that it’s increasing by so much.

Smithson Investment Trust

10 Things You Should Know About Smithson Investment Trust

Applications are now open for Smithson Investment Trust, the keenly anticipated new offering from Terry Smith’s Fundsmith. No doubt many people will be happy to take the plunge purely on the basis of the great run the Fundsmith Equity Fund has had. But here are a few things that I think are worth knowing before you make any decision.


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