Monks is a large generalist trust that invests internationally. It favours capital growth over income and dividends, and is an easy way to gain exposure to global markets. You can invest in the Trust directly, or through our Share Plan, ISA and the Children's Savings Plan.
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Key Facts
| Trust Aim |
The Monks Investment Trust PLC aims for long-term capital growth, principally from an internationally diversified equity portfolio. It is prepared to move freely between markets and adjust investment style as opportunities arise, but capital growth takes priority over income.
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| AIC Investment Sector |
Investment trusts are grouped by the Association of Investment Companies (AIC) into sectors. The classification of each is based on a combination of the regional or industries focus of the portfolio combined with the trusts investment objectives.
The AIC Investment Sector for this trust is Global Growth. The objective of Investment Trust Companies in this sector is to produce a total return to shareholders from capital and some dividend income, they also have less than 80% of their assets in any one geographical area.
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| Trust Manager - Gerald Smith |
Gerald graduated MA in Philosophy from St. Andrews University (including University of California, Berkeley in 1982/83) and B.Phil in Philosophy from Brasenose College, Oxford. He joined Baillie Gifford in 1987 and became a Partner in 1998. Gerald was head of the Emerging Markets team until the end of 2008, at which time he moved to the head of the Global Opportunities team. Gerald is currently Deputy Chief Investment Officer and is a member of the Investment Policy Committee and Chairman of the Emerging Markets Investment Policy Committee.
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Trust Prices
Please bear in mind that past performance is not a guide to future performance. The value of your investment may go down as well as up and you may not get back the amount you invested. Also, as the Trust invests in overseas securities changes in the rates of exchange may also cause the value of your investment (and any income it may pay) to go down or up.
Monks is registered in England. Registered number: 236964. Registered office: Computershare Investor Services PLC, PO Box 82, The Pavilions, Bridgwater Road, Bristol, BS99 7NH
The Company is an investment company within the meaning of section 833 of the Companies Act 2006.
