Smithson Investment Trust PLC

Smithson Investment Trust PLCverified

SSON.L

Smithson Investment Trust plc is a closed ended equity fund launched and managed by Fundsmith LLP. The fund invests public equity markets of United Kingdom. It invest in shares issued by small and mid sized companies with a market capitalization between £500 million to £15 billion. Smithson Investment Trust plc was formed on 19 October 2018 is domiciled in the United Kingdom.

Industry

Asset Management

IPO Date

2018-10-19

Stock Exchange

LSE

Ticker

SSON.L

The Enterprise Value as of December 2025 (TTM) for Smithson Investment Trust PLC (SSON.L) is 1.68B

According to Smithson Investment Trust PLC’s latest financial reports and current stock price. The company's current Enterprise Value is 1.68B. This represents a change of -17.06% compared to the average of 2.03B of the last 4 quarters.

Smithson Investment Trust PLC (SSON.L) Historical Enterprise Value (quarterly & annually)

How has SSON.L Enterprise Value performed in the past?

The mean historical Enterprise Value of Smithson Investment Trust PLC over the last ten years is 1.96B. The current 1.68B Enterprise Value has changed 8.49% with respect to the historical average. Over the past ten years (40 quarters), SSON.L's Enterprise Value was at its highest in in the December 2021 quarter at 3.25B. The Enterprise Value was at its lowest in in the June 2019 quarter at -52512000.00.

Quarterly (TTM)
Annual

Average

1.96B

Median

2.16B

Minimum

455.56M

Maximum

3.19B

Smithson Investment Trust PLC (SSON.L) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Smithson Investment Trust PLC Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 172.90%

Maximum Annual Enterprise Value = 3.19B

Minimum Annual Increase = -28.93%

Minimum Annual Enterprise Value = 455.56M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
20242.16B-7.43%
20232.33B2.94%
20222.26B-28.93%
20213.19B52.52%
20202.09B68.00%
20191.24B172.90%

Smithson Investment Trust PLC (SSON.L) Average Enterprise Value

How has SSON.L Enterprise Value performed in the past?

The current Enterprise Value of Smithson Investment Trust PLC (SSON.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

2.25B

5-year avg

2.41B

10-year avg

1.96B

Smithson Investment Trust PLC (SSON.L) Enterprise Value vs. Peers

How is SSON.L’s Enterprise Value compared to its peers?

Smithson Investment Trust PLC’s Enterprise Value is greater than Personal Assets Trust plc (1.52B), less than Murray International Trust PLC (2.05B), less than JPMorgan American Investment Trust plc (1.99B), greater than JPMorgan Emerging Markets Investment Trust plc (1.29B), less than The Mercantile Investment Trust plc (2.01B), greater than Worldwide Healthcare Trust PLC (1.43B), less than HgCapital Trust plc (2.26B), less than Allianz Technology Trust PLC (1.88B), greater than Aberforth Smaller Companies Trust Plc (1.30B), greater than JPMorgan Japanese Investment Trust plc (1.17B),

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Frequently asked questions❓

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How does the current Enterprise Value for Smithson Investment Trust PLC (SSON.L) compare to its historical average?