Global Alpha Q1 investment update

Investment manager Tom Coutts introduces International Growth, reflecting on the exciting opportunities ahead.

We discuss the importance of long-term investing for outsized returns within the Monks Investment Trust.

The Global Alpha Team reflects on recent performance, portfolio changes and market developments.

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.

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

The Worldwide Global Alpha Fund aims to provide returns comprising capital growth and dividend income over the long term by investing primarily in global equities which are listed, traded or dealt in on Regulated Markets worldwide.

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