Growth or value: it’s not a black or white choice

Why we invested in the AI lab and supply chain specialist, among other companies operating in private markets.

Our chief executive on the importance of long-termism, optimism and conviction – and what comes next.

From lithium mining to a do-it-all super-app, companies capitalising on transformational trends.

Monks Investment Trust aims for long-term capital growth, which takes priority over income. This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks.

The Global Alpha Growth Fund aims to outperform (after deduction of costs) the MSCI ACWI Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

Ambitious growth investing in exceptional companies, prioritising long-term sustainability and competitive advantages for lasting success.

Invest with ambition: We aim to unlock exceptional growth potential through long-term, sustainable competitive advantage.