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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2025 to 5 April 2026 the overall investment limit is £20,000.

 

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Investors Chronicle Interviews: Simon Barnard of Smithson Investment Trust

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Investors Chronicle
By Dave Baxter, Investors Chronicle

As Investment Manager at Smithson Investment Trust, a growth-focused fund run by the team behind Fundsmith Equity, Simon Barnard is a key player in companies that have “already won”.

Dave Baxter and Barnard discuss various strategies that the trust has used since its inception, including bottom-up techniques and a three-step process of acquisition.

Acquisitions of strongly performing companies are central to the success of the fund, of which Smithson has acquired a wide range, including names such as Fevertree (FEVR) and Moncler (IT:MONC). Alongside well-known names, Simon highlights interesting lesser-known companies in the portfolio, including those utilising selfies and AI to boost profits.

But as well as sharing aspects of a successful acquisition, Simon reveals the warning signals that can tell you when it is time to sell a holding.

Listen to the full interview here: https://www.youtube.com/watch?v=RP6Q1PIMDFI

This interview was recorded on Thursday 14 September.

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