Investment Trusts

Monks Investment Trust Plc

MNKS:LSE

Monks Investment Trust Plc

  • Price (GBX)1,284.00
  • Today's Change20.00 / 1.58%
  • Shares traded663.86k
  • 1 Year change29.05%
  • Beta0.7607
Data delayed at least 20 minutes, as of Nov 25 2024 15:00 GMT.
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Profile data is unavailable for this security.

About the company

The Monks Investment Trust PLC is a United Kingdom-based investment trust. The Company aims to deliver above average long-term returns for shareholders by keeping fees and costs low and harnessing the long-term growth potential of companies. The Company's objective is to invest globally to achieve capital growth. It seeks to meet its objective by investing principally in a portfolio of global quoted equities. The number of holdings in equities typically ranges from 70-200. Its portfolio contained 123 equity holdings. The Company holds a portfolio across geographic sectors, such as the United Kingdom, Continental Europe, North America, Japan, Asia and other emerging markets. Its portfolio of securities is distributed across several sectors, including oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, financials, telecommunications and technology.

  • Revenue in GBP (TTM)420.74m
  • Net income in GBP398.35m
  • Incorporated1929
  • Employees0.00
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Profile

Management group(s)Baillie Gifford & Co Limited.
AIC sectorGlobal
ISINGB0030517261
Launch date06 Feb 1929
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

The objective of the company is to invest globally to achieve capital growth. This takes priority over income and dividends. The company seeks to meet it objective by investing principally in a portfolio of global quoted equities.

Managed by

Spencer Adair, Helen Xiong, Malcolm MacColl

Management & contract fees

Management fee 0.45% on the first GBP 750m of TA, 0.33% on the next GBP 1bn of TA and 0.30% on the remaining TA. Contract terminable on notice of 6 months.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
JPMorgan American Investment Trust PLC434.96m424.07m2.03bn0.002.03bn0.00
Quilter PLC6.43bn50.00m2.04bn2.98k2.04bn2.98k
City of London Investment Trust plc310.57m297.42m2.12bn0.002.12bn0.00
Renewables Infrastructure Group Ltd-80.30m-37.70m2.27bn0.002.27bn0.00
International Public Partnerships Ltd87.39m44.25m2.34bn0.002.34bn0.00
HICL Infrastructure PLC107.10m103.10m2.37bn0.002.37bn0.00
Burford Capital Limited595.03m207.12m2.42bn161.002.42bn161.00
HgCapital Trust plc295.58m280.70m2.46bn0.002.46bn0.00
Man Group PLC1.11bn251.38m2.49bn1.79k2.49bn1.79k
Monks Investment Trust PLC420.74m398.35m2.51bn0.002.51bn0.00
Abrdn PLC1.41bn328.00m2.53bn5.06k2.53bn5.06k
Petershill Partners PLC456.71m275.08m2.63bn0.002.63bn0.00
RIT Capital Partners plc315.30m240.20m2.73bn62.002.73bn62.00
Bridgepoint Group PLC343.20m65.60m2.75bn378.002.75bn378.00
Greencoat UK Wind PLC214.02m79.79m2.85bn0.002.85bn0.00
JPMorgan Global Growth & Income PLC572.01m552.22m2.95bn0.002.95bn0.00
Data as of Nov 25 2024. Currency figures normalised to Monks Investment Trust Plc's reporting currency: UK Pound GBX
Data Provided by LSEG
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