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 ROE as of December 2025 (TTM) for Smithson Investment Trust PLC (SSON.L) is 4.13%

According to Smithson Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 4.13%. This represents a change of 888.24% compared to the average of 0.42% of the last 4 quarters.

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

How has SSON.L ROE performed in the past?

The mean historical ROE of Smithson Investment Trust PLC over the last ten years is 2.52%. The current 4.13% ROE has changed 63.71% with respect to the historical average. Over the past ten years (40 quarters), SSON.L's ROE was at its highest in in the June 2020 quarter at 12.90%. The ROE was at its lowest in in the June 2022 quarter at -46.07%.

Quarterly (TTM)
Annual

Average

2.52%

Median

11.49%

Minimum

-40.02%

Maximum

21.29%

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

Discovering the peaks and valleys of Smithson Investment Trust PLC ROE, 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 = 28.50%

Maximum Annual ROE = 21.29%

Minimum Annual Increase = -367.51%

Minimum Annual ROE = -40.02%

Quarterly (TTM)
Annual
YearROEChange
2024-0.38%-103.31%
202311.49%-128.72%
2022-40.02%-367.51%
202114.96%-29.74%
202021.29%28.50%
201916.57%-364.67%

Smithson Investment Trust PLC (SSON.L) Average ROE

How has SSON.L ROE performed in the past?

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

3-year avg

-9.64%

5-year avg

1.47%

10-year avg

2.52%

Smithson Investment Trust PLC (SSON.L) ROE vs. Peers

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

Smithson Investment Trust PLC’s ROE is less than Personal Assets Trust plc (7.09%), less than Murray International Trust PLC (7.94%), less than JPMorgan American Investment Trust plc (4.14%), less than JPMorgan Emerging Markets Investment Trust plc (3.80%), less than The Mercantile Investment Trust plc (0.89%), greater than Worldwide Healthcare Trust PLC (-10.79%), less than HgCapital Trust plc (3.15%), less than Allianz Technology Trust PLC (8.06%), less than Aberforth Smaller Companies Trust Plc (4.63%), less than JPMorgan Japanese Investment Trust plc (5.32%),

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