Terry Smith Archives – IT Investor

Fundsmith Emerging Equities: Still Work-In-Progress?

ITinvestor — Wed, 09 Jun 2021 10:20:34 +0000

Fundsmith Emerging Equities Trust, often shortened to FEET, is still struggling to keep up with its benchmark despite a lot of tinkering over the past few years. FEET was launched on 25 June 2014, making it seven years old later this month. Its IPO raised £193m, a not-insignificant sum that made it one of the…

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How Big Can Smithson Get?

ITinvestor — Wed, 24 Mar 2021 10:30:37 +0000

One of the questions that often gets asked about Smithson, Fundsmith’s global smaller company investment trust, is whether it is in danger of growing too large. Or maybe it’s just me? It’s a question that’s been bugging me for a while but after digging into its latest annual results, I’m now a lot more comfortable…

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10 Years Of Fundsmith Equity

ITinvestor — Thu, 08 Oct 2020 08:30:17 +0000

On 1 November 2020, the UK’s largest fund, Fundsmith Equity, will celebrate its tenth birthday. A fair amount about this fund has changed over the past decade but a lot more has stayed the same. I’ve long been a fan of Terry Smith and Fundsmith’s no-nonsense approach to investing. Indeed, a copy of Smith’s 1992…

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Catching Up: Fundsmith Emerging Equities, Independent IT, Rights & Issues

ITinvestor — Tue, 05 Nov 2019 12:45:42 +0000

Here’s another refresher on some of the investment trusts I featured in the early days of this blog. One has its problems but the other two still have appeal. I reviewed Schiehallion, Tetragon, Mobius, and Hipgnosis in an earlier article. This time, I’m checking in on Mssrs Smith, Ward, and Knott. Let’s kick off with…

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Fundsmith Equity vs. Lindsell Train Global

ITinvestor — Tue, 30 Apr 2019 10:00:49 +0000

One of my dirty little secrets is that I don't exclusively hold investment trusts. My SIPP includes two open-ended funds that are extremely popular with many investors: Fundsmith Equity and Lindsell Train Global.

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A Smooth Start For Smithson

ITinvestor — Mon, 04 Mar 2019 15:52:42 +0000

We finally get a first proper look under the bonnet at Smithson Investment Trust. Everything seems to be running smoothly, although of course it's still very early days.

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Big Demand For Smithson Investment Trust

ITinvestor — Tue, 09 Oct 2018 09:03:55 +0000

Smithson Investment Trust more than doubles the amount it is looking to raise from £250m to £600m. And it could increase further to over £1bn.

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10 Things You Should Know About Smithson Investment Trust

ITinvestor — Tue, 18 Sep 2018 12:09:35 +0000

Smithson Investment Trust, the new small and mid-cap fund from Fundsmith, is likely to be the most popular launch this year.

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Fundsmith To Launch Smithson: A “Small-Cap” Investment Trust

ITinvestor — Tue, 04 Sep 2018 08:15:38 +0000

Fundsmith announces a new small-cap investment trust, Smithson, that will begin trading on 19th October. Here are my quick thoughts.

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