Daily Archives: December 3, 2018


Smithson Investment Trust Portfolio Breakdown – Terry Smith Holdings

The most anticipated investment trust launch of 2018 finally happened in the month of October. Investors will be hoping the trust will produce similar stellar returns to that of the main Fundsmith fund (holdings here). Even though Terry Smith won’t be the manager of the fund, the ethos of the Smithoson trust will be similar to the flagship Fundsmith Fund – Buy Quality Companies, Don’t Overpay and Do Nothing. What Individual Stocks are held in the Smithson PLC Portfolio? Smithson, like most investment trusts, only gives its top 10 holdings at any one time. As the trust is new, we currently don’t know the full 29 holdings in the portfolio. […]