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