Smithson Investment Trust

Smithson Investment Trust
Company typePublic limited company
LSE: SSON
IndustryInvestments
Founded2018 (2018) in London
FounderTerry Smith
Headquarters,
Key people
Diana Dyer Bartlett (Chairman)
ProductsInvestment trust
Websitewww.smithson.co.uk

Smithson Investment Trust is a large British investment trust dedicated to investments in small and mid sized listed or traded companies internationally with a market cap (at the time of investment) of between £500 million to £15 billion.[1] The company is listed on the London Stock Exchange.[2] The chairman is Diana Dyer Bartlett.[3]

History

The company was the subject of an initial public offering on the London Stock Exchange, in which it raised £822.5 million, in October 2018.[4] In January 2026, the company announced a scheme of reconstruction whereby the assets of the company would be transferred to the Smithson Equity Fund.[5] Im anticipation of the reconstruction, the company waas removed from the FTSE 250 Index on 6 February 2026.[6]

References

  1. ^ "Smithson Investment Trust". Proactive Investors. Retrieved 6 December 2018.
  2. ^ "FTSE 250 Index Factsheet". FTSE Russell. Retrieved 22 August 2022.
  3. ^ "Smithson Investment promotes Diana Dyer Bartlett to chair". A. J. Bell. 15 February 2022. Retrieved 23 November 2022.
  4. ^ "Smithson smashes investment trust IPO record". Investors Chronicle. 18 October 2018. Retrieved 2 February 2026.
  5. ^ "Scheme document published for the proposed reconstruction and rollover into Smithson Equity Fund – A new UK open-ended investment company". Periven. 22 January 2026. Retrieved 2 February 2026.
  6. ^ "Smithson Investment Trust (UK): Constituent Deletion: Changes in FTSE UK Index Series". FTSE Russell. 3 February 2026. Retrieved 6 February 2026.