Portfolio
Our portfolio
SMIF holds 19 companies, each one pitched by our members and approved by both the committee and the oversight committee. We take a long-term, buy-and-hold approach guided by ESG principles, measured against the FTSE Developed Index.
+130%
fund growth since launch
19
companies held
FTSE Developed
benchmark
Current holdings
As of October 2026
LLOY
Lloyds Banking Group
IFX
Infineon Technologies
TTE
TotalEnergies
EZJ
easyJet
CRM
Salesforce
BAX
Baxter International
NEE
NextEra Energy
PFE
Pfizer
DIS
The Walt Disney Company
BLK
BlackRock
EL
Estée Lauder
COLD
Americold Realty Trust
GRT
Granite REIT
MELI
MercadoLibre
XYZ
Block
GAW
Games Workshop
ELN
El.En.
FSLR
First Solar
ASML
ASML
Process
How a stock gets in
1
Committee round
A member pitches the stock to the committee, who vote on it.
2
Oversight committee
Pitches that pass are presented to the oversight committee for a second vote.
3
Into the portfolio
Approved stocks are added to the portfolio, with the Chief Investment Officer and both Co-Presidents overseeing the process.
Holdings are shown for educational purposes only. Nothing on this website is investment advice.