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. Be sure to come back to this page as I will constantly update stocks held in the portfolio once I get to know of them.



The stocks currently held within Smithon as of 1 November 2018 are:

  • Verisk Analytics
  • Sabre
  • Equifax
  • Check Point
  • Masimo
  • Rightmove
  • CDK Global
  • Ansys
  • Cognex
  • Halma
  • Dominos Pizza Group
  • Dominos Pizza Enterprises
  • CHR Hansen Technology
  • One Version Simcorp

What Other Stocks Could Smithson Potentially Own?

Whilst the above are stocks that are currently in the Smithson Investment Trust, the managers have identified the following stocks as part of their investment universe. One would assume that the managers would buy these stocks once they become attractively priced.



  • Fisher & Paykel
  • Generit
  • Fevertree
  • Abcam
  • Recordati
  • Cognex
  • Eventim
  • Ulta Group
  • Spirax Sarco
  • Temenos

For people interested in a list of high quality stocks (across all market caps), please see the stock list section of this site.

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