The History of The Monks Investment Trust.
Born on the eve of the wall street crash, the trust has cultivated its instinct for growth over nine decades, always staying focused and flexible on the right side of significant global changes. Join historian John Newlands as he tells the story of Monks Investment Trust.
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Please remember that the value of an investment can fall and you may not get back the amount invested.
Explore the history of some of Baillie Gifford’s other trusts
Find out more about Baillie Gifford Monks Investment Trust
The views expressed should not be taken as fact and no reliance should be placed upon these when making investment decisions. They should not be considered as advice or a recommendation to buy, sell or hold a particular investment. If you are unsure whether an investment is right for you, please contact an authorised intermediary for advice.
This article was produced and approved in July 2021 and has not been updated subsequently. It represents views held at the time of recording and may not reflect current thinking.
The trust’s can make use of derivatives which may impact on its performance.
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.
The trust’s risk could be increased by its investment in unlisted investments. These assets may be more difficult to buy or sell, so changes in their prices may be greater.
The trust invests in emerging markets where difficulties in dealing, settlement and custody could arise, resulting in a negative impact on the value of your investment.
The trust can borrow money to make further investments (sometimes known as “gearing” or “leverage”). The risk is that when this money is repaid by the trust, the value of the investments may not be enough to cover the borrowing and interest costs, and the trust will make a loss. If the Trust's investments fall in value, any invested borrowings will increase the amount of this loss.
Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority (FCA). The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies. The Baillie Gifford China Growth Trust is listed on the London Stock Exchange and is not authorised or regulated by the Financial Conduct Authority.
For a Key Information Document for the Monks Investment Trust, please visit our website at www.bailliegifford.com
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