Monks Investment Trust Plc (MNKS)

Category Global Large-Cap Growth Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Sell

1,250.00p

Buy

1,258.00p

arrow-down-4.00p (-0.32%)

Discount/Premium

-10.34%

Estimated NAV

1,396.459p

Prices updated at 20 Dec 2024, 16:50 GMT

Prices minimum 15 mins delay

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

-0.18%

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.

Company name

Baillie Gifford & Co Limited.

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

30 Apr 2025

Launch date

06 Feb 1929

Lead manager

Spencer Adair

Lead manager start date

27 Mar 2015

Lead fund manager biography

Spencer joined Baillie Gifford in 2000 and is an Investment Manager in the Global Alpha Team. He became a Partner in 2013 and has also spent time working in the Fixed Income, Japanese, European and UK Equity Teams. Spencer graduated BSc in Medicine from the University of St Andrews in 1997, followed by two years of clinical training in Edinburgh.

Head office

Calton Square

1 Greenside Row

Edinburgh

United Kingdom

EH1 3AN

44 0131 275 2000

Company website

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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