Smithson Equity Fund
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94.27p S Class Acc, 19 Mar 26
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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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Factsheet

The inaugural factsheet for the newly launched Smithson Equity Fund will be published on 1 April.
In the meantime, please refer to the Fund documents page for further information, including the KIID, Prospectus and enquiry form.

 

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