Monks Investment Trust PLC is a United Kingdom-based closed-ended investment company focused on long-term capital growth through a diversified portfolio of global quoted equities. Established in 1929,... Monks Investment Trust PLC is a United Kingdom-based closed-ended investment company focused on long-term capital growth through a diversified portfolio of global quoted equities. Established in 1929, its primary objective prioritizes capital appreciation over income and dividends, targeting companies poised to deliver sustainable earnings growth exceeding market averages, often doubling over a five-year horizon. Managed by Baillie Gifford & Co Limited, the trust employs a bottom-up, fundamental analysis approach, holding around 100-120 stocks across growth categories: stalwarts for steady dominance, rapid growers like innovative disruptors in AI and e-commerce, and cyclicals tied to economic cycles. Key sectors include technology, consumer cyclical, communication services, financials, industrials, and healthcare, with geographic exposure spanning North America, Europe, the UK, Japan, China, and emerging markets. Notable features encompass strategic gearing up to 15%, share buybacks to enhance value, and resilience-building amid geopolitical shifts, such as pivoting to domestic consumption stories. Benchmarking against the FTSE World Index, Monks Investment Trust PLC plays a significant role in global growth-oriented portfolios, offering diversified access to high-potential equities while navigating market uncertainties through quality, low-debt holdings with superior margins.
Monks Investment Trust is not subject to EU Taxonomy reporting
Based on current regulatory requirements, Monks Investment Trust is not required to report EU
Taxonomy data under the CSRD framework. As a result, we have not conducted a detailed EU
Taxonomy data review for this company.
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