1,542.00p
+0.92%
Close of 9 Nov 2026, in pence
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About Monks Investment Trust
Its shares trade on LSE under the ticker MNKS.L. It has been listed since 2 January 1986. In the fiscal year to 30 April 2026, it reported revenue of £653.0m and net income of £631.7m. At that date it held total assets of £2.76bn and shareholders' equity of £2.52bn.
Monks Investment Trust PLC is a GB-based company operating in industry. The Monks Investment Trust PLC is a United Kingdom-based investment trust. The firm's investment objective is to invest across the globe to achieve capital growth, which takes priority over income and dividends. The firm seeks to build a diversified portfolio of global equities that is well placed to capture growth resulting from structural economic and societal changes. Its portfolio of investments includes various sectors, such as financials, technology, consumer discretionary, healthcare, industrials, telecommunications, consumer staples, basic materials, energy, real estate and utilities. The Company’s geographical portfolio includes North America, Continental Europe, the United Kingdom, China, Emerging Markets ex-China, Japan and Developed Asia. Baillie Gifford & Co Limited is the alternative investment fund manager (AIFM) for the Company.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- N/A
- Industry
- N/A
- Listed since
- 2 Jan 1986
Leadership
Pay as last reported
- Ms. Claire BoyleIndependent Non-Executive Director£41,162
- Mr. Randeep GrewalNon-Executive Independent Chairman of the Board£35,000
- Mr. Richard CurlingNon-Executive Director
- Mr. David BallanceIndependent Non-Executive Director£5,833
- Ms. Stacey Parrinder-JohnsonIndependent Non-Executive Director£35,000
- Ms. Belinda RichardsSenior Independent Non-Executive Director£39,000
- Prof. Nigel ShadboltIndependent Non-Executive Director£35,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 47
- Environment
- 11
- Social
- 99
- Governance
- 31
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Strong Performance: Monks Investment Trust PLC has a track record of delivering consistent and competitive returns to its investors.
- Experienced Management Team: The company is backed by a team of experienced investment professionals who have a deep understanding of the market and are adept at identifying profitable opportunities.
- Diversified Portfolio: Monks Investment Trust PLC holds a diversified portfolio across various sectors and geographical regions, which helps mitigate risks and maximize returns.
Weaknesses
- Market Volatility: The trust is exposed to market volatility, which can impact the value of its investments and lead to fluctuations in returns.
- Reliance on External Factors: The trust's performance is influenced by factors such as interest rates, economic conditions, and political events, which are beyond its control.
- Limited Control over Holdings: As an investment trust, Monks Investment Trust PLC does not have direct control over the management or operations of the companies it invests in.
Opportunities
- Emerging Markets: The trust can explore investment opportunities in fast-growing emerging markets, which offer potential for higher returns.
- Technological Advancements: Monks Investment Trust PLC can leverage technological advancements to enhance its investment processes, improve efficiency, and stay competitive.
- Increasing Investor Demand: The growing interest in socially responsible and sustainable investing presents an opportunity for the trust to attract more investors.
Threats
- Regulatory Changes: Changes in financial regulations and tax policies can impact the trust's investment strategies and returns.
- Intense Competition: The investment management industry is highly competitive, and Monks Investment Trust PLC faces competition from both traditional and new market entrants.
- Geopolitical Risks: Events such as trade disputes, geopolitical tensions, and natural disasters can create uncertainty in the global markets, potentially affecting the trust's investments.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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