Data as at: 27/03/2024

Fund manager benchmark
MSCI World SMID Index GBP

Performance (%)

Return type 1 year 3 years 5 years 10 years
Smithson Investment Trust Share price total return 6.9 -13.6 26.7 N/A
Global Smaller Companies AIC sector Share price total return 9.2 -15.5 32.2 122.8
Smithson Investment Trust NAV total return 9.2 -0.3 48.1 N/A
Global Smaller Companies AIC sector NAV total return 8.3 -7.3 44.8 146.6
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Discrete annual performance (%)

Return type 27/03/19 - 20 27/03/20 - 21 27/03/21 - 22 27/03/22 - 23 27/03/23 - 24
Smithson Investment Trust Share price total return -2.4 50.3 -3.6 -16.1 6.8
Smithson Investment Trust NAV total return 2.1 45.6 -1.6 -7.4 9.2
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Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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