Monks Investment Trust Plc (MNKS)

Category Global Large-Cap Growth Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

1,178.00p

Buy

1,180.00p

arrow-down-4.00p (-0.34%)

Discount/Premium

-11.10%

Estimated NAV

1,331.779p

Prices updated at 07 Oct 2024, 16:35 BST
| Prices minimum 15 mins delay
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Prices in GBX
Investment 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.
FTSE All-Share
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LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 07 Oct 2024, 16:10

Trailing returns (%) as of 07 Oct 2024, 16:10

Annual performance (%)

Year
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This fundPeer group index
30 Sep 13 - 30 Sep 14-1.5410.58
30 Sep 14 - 30 Sep 152.764.93
30 Sep 15 - 30 Sep 1637.8522.33
30 Sep 16 - 30 Sep 1735.6020.03
30 Sep 17 - 30 Sep 1819.1413.78
30 Sep 18 - 30 Sep 197.842.91
30 Sep 19 - 30 Sep 2024.893.73
30 Sep 20 - 30 Sep 2123.8425.97
30 Sep 21 - 30 Sep 22-30.05-18.52
30 Sep 22 - 30 Sep 23-2.584.19
30 Sep 23 - 30 Sep 2424.8621.06

Primary benchmark: FTSE World TR GBP

Peer group index: Morningstar IT Global

Trailing returns (%)

Year
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This fundPeer group index
1 Day0.340.26
1 Month5.343.00
3 Months1.04-0.84
6 Months4.242.86
1 Year29.2224.12
3 Years annualised-3.712.33
5 Years annualised6.116.53

Primary benchmark: FTSE World TR GBP

Peer group index: Morningstar IT Global

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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