Company summary
Monks Investment Trust is a globally diversified growth investment trust managed by Baillie Gifford. It invests in companies of different sizes and growth profiles with the aim of long-term capital appreciation.
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MNKS
Monks Investment Trust
Investment Trusts
- Index
- FTSE 250
- ISIN
- Not specified
- Book status
- 2026 edition — current
Key activities
Active investment in global listed equities across technology, consumer, financial, industrial, healthcare and other sectors, with a long investment horizon and selective use of gearing.
Key markets
Global equity markets, with significant exposure to North America, Europe and Asia and no requirement to mirror benchmark country or sector weights.
Key drivers
Long-term growth in portfolio companies, stock selection, global equity valuations, innovation and technology investment, currency movements, gearing and discount management.
Key risks
Growth-stock valuation compression, global equity-market falls, stock-selection errors, currency movements, gearing and the trust trading at a discount to net asset value.
Recent Developments
1 July 2026: annual results reported a 29.3% NAV total return for the year to 30 April and a 35.6% share-price return, versus 31.0% for the benchmark. The trust also repurchased 30.2m shares during the year for £432.6m.
Dividend notes
Income is secondary to capital growth and the trust pays only a small annual dividend. The proposed 0.9p final dividend goes ex-dividend on 6 August 2026 and is due for payment on 15 September.
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