Smithson delivers ‘very small degree of outperformance’
As it divests two holdings for straying into non-core business areas
As it divests two holdings for straying into non-core business areas
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‘Very small degree of outperformance’ satisfies Fundsmith manager as Treasury yields rise
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Smithson manager Simon Barnard says higher inflation unlikely to pose significant problems for portfolio companies
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Top contributor to performance during the year was Danish healthcare equipment supplier Ambu
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Simon Barnard adds two names during H1 2020 and says crisis can be recovered from and forgotten
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Fundsmith investment trust delivers less than half the 23% falls seen in the MSCI index
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Fundsmith trust had wanted to reach its own conclusion on Brian Krzanich
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Simon Barnard warns investors not to extrapolate too much from stellar H1 returns
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Baillie Gifford trusts caught readers’ attention this year alongside high-profile launches from Mobius and Fundsmith
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Smithson and Merian fail to make the grade in the BMO Managed Portfolio
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‘Red October’ sell-off is likely to have made target stocks attractive
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