Title picture for the Monks Investment Trust

 

Gerald Smith

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.

Key Documents

Download the latest Monks Annual and Half-Yearly Reports.  Download the latest Monks Annual and Half-Yearly Reports.


Monks Results for the year to 30 April 2009

 Download Monks' results for the year to 30 April 2009



 

Monthly Factsheet

The Monks Investment Trust Half-Yearly Bulletin Download the latest Monks Investment Trust monthly factsheet.

 

Key Facts

AimThe Monks Investment Trust PLC aims for long-term capital gain, 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.
 
Launch Date1 January 1929
 
Comparative IndexFTSE World (in sterling terms)
 
AIC Investment Sector  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.
 
Trust ManagerGerald Smith
 

 

Trust Prices

 

Share Price 237.50p