Smithson Investment Trust (LSE:SSON) Tax Rate %: -0.16% (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:SSON Smithson Investment Trust PLC LSE:SSON
33 GF Score
Price £14.38
! 2 Warning Signs
View Full Analysis

What is Smithson Investment Trust Tax Rate %?

Smithson Investment Trust LSE:SSON 33 Tax Rate % is -0.16% as of Dec. 2025. GuruFocus rates LSE:SSON with a GF Score™ of 33/100. The stock has 2 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Smithson Investment Trust's Tax Expense for the six months ended in Dec. 2025 was £0.13 Mil. Smithson Investment Trust's Pre-Tax Income for the six months ended in Dec. 2025 was £-83.18 Mil. Therefore, Smithson Investment Trust's Tax Rate % for the quarter that ended in Dec. 2025 was -0.16%.

Smithson Investment Trust Tax Rate % Related Terms

Smithson Investment Trust Tax Rate % Historical Data

* Premium members only.

The historical data trend for Smithson Investment Trust's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Smithson Investment Trust Tax Rate % Chart

Smithson Investment Trust Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial 0.50 -0.38 2.05 -107.63 -4.43

Smithson Investment Trust Semi-Annual Data
Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.76 -4.49 1.79 11.01 -0.16
LSE:SSON
33GF Score
Smithson Investment Trust PLC LSE:SSON
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Smithson Investment Trust Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Smithson Investment Trust's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=2.663/-60.176
=-4.43 %

Smithson Investment Trust's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=0.129/-83.181
=-0.16 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of -0.16% mean?
Smithson Investment Trust (LSE:SSON) has a Tax Rate % of -0.16% as of Dec. 2025.
Is Smithson Investment Trust's Tax Rate % too high?
Smithson Investment Trust's current Tax Rate % is -0.16%. Overall, Smithson Investment Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Smithson Investment Trust's Tax Rate % compare to BLK and BX?
Smithson Investment Trust's Tax Rate % of -0.16% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Smithson Investment Trust's current Tax Rate % is -0.16%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Smithson Investment Trust stock overvalued right now?
Smithson Investment Trust (LSE:SSON) has a current Tax Rate % of -0.16%. The current Tax Rate % is -0.16%. Smithson Investment Trust's overall GF Score™ is 33/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Smithson Investment Trust (LSE:SSON), the current Tax Rate % is -0.16% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Smithson Investment Trust Business Description

Address 140 Aldersgate Street, 4th Floor, London, GBR, EC1A 4HY
Smithson Investment Trust PLC operates as an investment company. Its investment objective is to provide shareholders with long term growth in value through exposure to a diversified portfolio of shares issued by listed or traded companies. The company invests in various sectors such as Materials; Financials; Consumer Staples; Communication Services; Consumer Discretionary; Healthcare; Industrials; and Information Technology. Geographically, it operates in Latin America; Eurasia, the Middle East, Africa; Asia Pacific; North America and Europe. It earns maximum revenue from North America.
33GF Score

Get the complete analysis for LSE:SSON

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.38
Price