﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sat, 08 Aug 2026 16:37:44 GMT--><rss version="2.0"><channel><title>Terry Smith  - related articles from Trustnet</title><link>http://www.trustnet.com/News/NewsHome.aspx</link><description>Trustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTs</description><language>en-gb</language><pubDate>Sat, 08 Aug 2026 16:37:44 GMT</pubDate><lastBuildDate>Sat, 08 Aug 2026 16:37:44 GMT</lastBuildDate><docs>http://www.trustnet.com</docs><generator>UltraEdit</generator><managingEditor>editorial@trustnet.com</managingEditor><webMaster>mail@trustnet.com</webMaster><image><link>http://www.trustnet.com</link><title>Terry Smith  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>Buy this global equity income fund after a tough six months, suggest fund pickers</title><link>http://www.trustnet.com/News/13481421/buy-this-global-equity-income-fund-after-a-tough-six-months-suggest-fund-pickers/</link><author>Emmy Hawker</author><description>Manager Stuart Rhodes’ long-term investment philosophy struggled in the first half of 2026.</description><pubDate>Thu, 30 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481421/buy-this-global-equity-income-fund-after-a-tough-six-months-suggest-fund-pickers/</guid></item><item><title>The most bought and sold global funds in H1 2026</title><link>http://www.trustnet.com/News/13481204/the-most-bought-and-sold-global-funds-in-h1-2026/</link><author>Emmy Hawker</author><description>Trustnet looks at fund flows across the IA Global and IA Global Equity Income sectors.</description><pubDate>Mon, 27 Jul 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481204/the-most-bought-and-sold-global-funds-in-h1-2026/</guid></item><item><title>St. James’s Place switches from active to systematic investing in income fund</title><link>http://www.trustnet.com/News/13481046/st-jamess-place-switches-from-active-to-systematic-investing-in-income-fund/</link><author>Jonathan Jones</author><description>Acadian will replace Ninety One in the fund after a period of weak performance.</description><pubDate>Wed, 22 Jul 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481046/st-jamess-place-switches-from-active-to-systematic-investing-in-income-fund/</guid></item><item><title>What Fundsmith, Rathbones and Lindsell Train's 2026 moves tell us about fighting momentum</title><link>http://www.trustnet.com/News/13480797/what-fundsmith-rathbones-and-lindsell-trains-2026-moves-tell-us-about-fighting-momentum/</link><author>Gary Jackson</author><description>Well-known fund managers have offered three different templates for how to respond when share prices stop following fundamentals.</description><pubDate>Fri, 17 Jul 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480797/what-fundsmith-rathbones-and-lindsell-trains-2026-moves-tell-us-about-fighting-momentum/</guid></item><item><title>Why Lindsell Train Global Equity is adding to its AI losers</title><link>http://www.trustnet.com/News/13480660/why-lindsell-train-global-equity-is-adding-to-its-ai-losers/</link><author>Gary Jackson</author><description>Manager James Bullock believes the sell-off in Intuit and similar stocks has overshot the genuine risk they face from artificial intelligence.</description><pubDate>Thu, 16 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480660/why-lindsell-train-global-equity-is-adding-to-its-ai-losers/</guid></item><item><title>Has Terry Smith fixed Fundsmith's problem or found an excuse?</title><link>http://www.trustnet.com/News/13480281/has-terry-smith-fixed-fundsmiths-problem-or-found-an-excuse/</link><author>Gary Jackson</author><description>Analysts are divided over whether Terry Smith's decision to ease Fundsmith Equity's 'do nothing' principle is a rational response to a momentum-driven market or a departure from the discipline that built the fund's reputation.</description><pubDate>Mon, 13 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480281/has-terry-smith-fixed-fundsmiths-problem-or-found-an-excuse/</guid></item><item><title>The 12 stocks Fundsmith Equity bought in H1 2026 as turnover hits a high</title><link>http://www.trustnet.com/News/13479995/the-12-stocks-fundsmith-equity-bought-in-h1-2026-as-turnover-hits-a-high/</link><author>Gary Jackson</author><description>Terry Smith revised the ‘do nothing’ leg of his investment mantra as he rotated Fundsmith Equity out of laggards like Unilever and Novo Nordisk and into power infrastructure, payments and streaming names.</description><pubDate>Wed, 08 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479995/the-12-stocks-fundsmith-equity-bought-in-h1-2026-as-turnover-hits-a-high/</guid></item><item><title>Emerging markets, Artemis and AI: The funds that investors couldn't keep their eyes off in 2026's first half</title><link>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</link><author>Gary Jackson</author><description>Trustnet's factsheet data shows investors moving away from mainstream sectors and towards emerging markets, value strategies and funds with AI exposure.</description><pubDate>Tue, 07 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</guid></item><item><title>America at 250: Are trust managers backing the world's dominant stock market?</title><link>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</link><author>Gary Jackson</author><description>There are questions over how long US dominance can continue.</description><pubDate>Tue, 30 Jun 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</guid></item><item><title>After a decade of dominance, large-caps face a more level playing field</title><link>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</link><author>Emmy Hawker</author><description>Valuation gaps, governance reform and shifting capital flows are reshaping expectations across global regions.</description><pubDate>Tue, 30 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</guid></item><item><title>The cheapest investment trusts relative to their own history</title><link>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>More than 20 investment trusts are on discounts more than 10 percentage points wider than their five-year average.</description><pubDate>Tue, 30 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</guid></item><item><title>The cheapest and most expensive investment trust sectors relative to their own history</title><link>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>Trustnet looks at the average discounts and premiums across the trust universe.</description><pubDate>Mon, 22 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</guid></item><item><title>The fund that's held AI winners through the rally and is now conflicted about selling</title><link>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</link><author>Matteo Anelli</author><description>Brunner's Julian Bishop on why the trust sits between two ideological extremes.</description><pubDate>Fri, 19 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</guid></item><item><title>After the IPO: SpaceX is a great company – but is it a great investment?</title><link>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</link><author>Emmy Hawker</author><description>The public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.</description><pubDate>Thu, 18 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</guid></item><item><title>When losing money, the instinct is to do something – usually, that's the mistake</title><link>http://www.trustnet.com/News/13478481/when-losing-money-the-instinct-is-to-do-something--usually-thats-the-mistake/</link><author>Matteo Anelli</author><description>Markets have been volatile enough this year to rattle even experienced investors.</description><pubDate>Wed, 17 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478481/when-losing-money-the-instinct-is-to-do-something--usually-thats-the-mistake/</guid></item><item><title>SpaceX could double or halve: Expect volatility, says Scottish Mortgage’s Slater</title><link>http://www.trustnet.com/News/13478154/spacex-could-double-or-halve-expect-volatility-says-scottish-mortgages-slater/</link><author>Jonathan Jones</author><description>The manager still has “the scars” from backing Meta when it came to market.</description><pubDate>Thu, 11 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478154/spacex-could-double-or-halve-expect-volatility-says-scottish-mortgages-slater/</guid></item><item><title>The most-backed space-related stocks ahead of the SpaceX IPO</title><link>http://www.trustnet.com/News/13478124/the-most-backed-space-related-stocks-ahead-of-the-spacex-ipo/</link><author>Jonathan Jones</author><description>AJ Bell looks at where investors are already putting their money to work in the space race.</description><pubDate>Wed, 10 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478124/the-most-backed-space-related-stocks-ahead-of-the-spacex-ipo/</guid></item><item><title>Five ‘go anywhere’ picks for investors tired of labels</title><link>http://www.trustnet.com/News/13477810/five-go-anywhere-picks-for-investors-tired-of-labels/</link><author>Emmy Hawker</author><description>BlackRock, Baillie Gifford and more are offering investors access to unconstrained strategies.</description><pubDate>Fri, 05 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477810/five-go-anywhere-picks-for-investors-tired-of-labels/</guid></item><item><title>Trust managers' best energy stocks for 'one of the most compelling medium-term setups in decades'</title><link>http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/</link><author>Gary Jackson</author><description>Investment trust managers give their top energy picks as Middle East disruption and the politics of energy security combine to create a compelling market backdrop.</description><pubDate>Tue, 02 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/</guid></item><item><title>Investment trusts trading at a premium –  are they worth it?</title><link>http://www.trustnet.com/News/13477176/investment-trusts-trading-at-a-premium---are-they-worth-it/</link><author>Annabel Brodie-Smith</author><description>What to consider before paying a trust at premium.</description><pubDate>Wed, 27 May 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477176/investment-trusts-trading-at-a-premium---are-they-worth-it/</guid></item><item><title>Why Scottish Mortgage won't be forced to sell SpaceX at IPO and what that means for shareholders</title><link>http://www.trustnet.com/News/13477213/why-scottish-mortgage-wont-be-forced-to-sell-spacex-at-ipo-and-what-that-means-for-shareholders/</link><author>Matteo Anelli</author><description>In the firm’s final results, manager Tom Slater suggests he’ll hold on to his top position after listing.</description><pubDate>Wed, 27 May 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477213/why-scottish-mortgage-wont-be-forced-to-sell-spacex-at-ipo-and-what-that-means-for-shareholders/</guid></item></channel></rss>