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

Explore how we're evolving the portfolio as the investment environment enters a period of rapid change.

How adaptable firms in growth-driving sectors can prosper over the long term despite trade restrictions.

How companies like Stripe, Databricks and SpaceX are shaking up growth trends typically dominated by public markets.

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.