We offer a beautiful, intuitive website which allows immediate access to current and historical portfolio information, formal reports as well as our latest research thinking. Regulatory news announcements which are released to the London Stock Exchange can be accessed via their service. Monks Investment Trust aims to deliver long-term growth by investing in companies at various stages of growth. MacColl has been with Baillie Gifford since 1999, becoming a partner in 2011.

If you want to use an authorised intermediary, MyLocalAdviser is a website that allows you to search for authorised intermediaries in your area. Ms Boyle has over seventeen years’ experience working in financial services and investment management. Edward Harley was appointed a Director in 2003.

The Monks Investment Trust PLC is an investment trust incorporated in the United Kingdom.

He joined Baillie Gifford in 1983 and became a partner in 1988. You can access any literature about the Fund here, either by downloading or requesting a copy by post (where available).

Our platform fee doesn’t apply if held in a Fund and Share Account. The biggest detractor from recent performance was Prudential, as investors became worried about the company’s fixed income investments. Spencer graduated BSc in Medicine from the University of St Andrews in 1997, followed by two years of clinical training in Edinburgh. Please try again later. By Jeff Prestridge for The Mail on Sunday. By clicking on Individual Investor, you have confirmed that you are based in the United Kingdom and that you meet the following requirements. Tuesday 1 September 2020, Baillie Gifford, Calton Square, Edinburgh (Closed Doors). Investment Analyst Dominic Rowles shares our analysis on the managers, process, culture, cost and performance of Alliance Trust. If you are having any problems accessing your online account, please contact our dedicated digital service team at [email protected].
If you are in any doubt about the information on this website please consult your financial or other professional adviser.

With their curiosity for learning undiminished, Monks’ investment managers share where they think their quest for learning will take them in the year ahead. He joined Cazenove & Co in 1983, becoming a partner in 1994.

Some profits have also been taken by trimming some positions that’ve done well, such as electric vehicle maker Tesla and Chinese ecommerce giant Alibaba. Access information on our Corporate Calendar, AGM Voting and Attendance here. To download any document you will need Adobe Reader. Monks Investment Trust,MNKS,ISIN: GB0030517261 - view the latest price,charts and performance information at AJ Bell Youinvest This information has been issued and approved by Baillie Gifford & Co Limited and does not in any way constitute investment advice. FTSE Russell is a trading name of certain of the LSE Group companies.

Several investments in ‘cyclical’ companies have been sold recently. The amount raised was £100m split into two tranches: £60m with a 34-year maturity and a coupon of 1.86% and £40m with a 25-year maturity and a coupon of 1.77%, on an unsecured basis. Voting is open during market hours. He’s worked in many sectors at the company, including Japan, Europe, UK and fixed income. Computershare Investor Service PLC, The Pavilions, Bridgwater Road, Bristol, BS99 6ZZ.

Coronavirus - we're here to help If the Trust's investments fall in value, any invested borrowings will increase the amount of this loss. You can get a few handy suggestions, or even get our experts to do the hard work for you – by picking one of our simple investment ideas. Belinda Richards was appointed a Director in 2016. The trio are part of Baillie Gifford’s Global Alpha team and took over the trust around five years ago. The risk is that when this money is repaid by the Trust, the value of the investments may not be enough to cover the borrowing and interest costs, and the Trust will make a loss.

Sign up to create alerts for Instruments, Spencer joined Baillie Gifford in 2000 and is an Investment Manager in the Global Alpha Team.

the views of the author. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. [2], In 1968, under a Scheme of Arrangement, the three trusts were merged with Monks acquiring the ordinary share capital of Friars and Abbots.

You can find more details by going to one of the sections under this page such as historical data, charts, technical analysis and others. Adair will step up to become the lead manager and MacColl will continue as deputy manager. We may not share Baillie Gifford is an unlimited liability partnership founded in 1908 and is solely focused on investment …

He was a portfolio manager of the UK Equity Team for over 20 years and latterly became head of the team. During the trust’s financial year to 30 April 2020 its net asset value (NAV) rose 3.4%, outperforming the FTSE World index’s -1.0% return.

If you are having any problems accessing your online account, please contact our dedicated digital service team at, Corporate Calendar, AGM Voting and Attendance. We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. In this investment trust update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the Merchants Trust.

As a global trust, the managers can invest anywhere in the world. Mr. Plowden is also Chair of the Strategic Leadership Group. Hargreaves Lansdown is not responsible for an By continuing to use this website without changing your settings we will assume you are ok with this. We believe growth comes in many different shapes and sizes. You should note that tax rates and reliefs may change at any time and their value depends on your circumstances. Source: *Lipper IM to 31/07/2020. All figures are as at Last Close, on a cum income basis with debt valued at fair and in traded currency unless otherwise stated (we do not fair value debt for split capital trusts).

With investments in companies from across the globe, it could also help portfolios seeking to increase their exposure to foreign markets. was correct at the time of publishing, however, it may no longer reflect our views on this topic. We encourage these companies to invest in growth opportunities and ignore the short-term pressures of the market. Remember past performance isn’t a guide to future returns.

Relative to FTSE World Index. A recent investment in Teladoc, the largest provider of telemedicine consultations in the US, has done particularly well during the pandemic. Monks Investment Trust (LSE: MNKS) was incorporated in 1929 and was one of three trusts founded in the late 1920s by a group of investors headed by Sir Auckland (later Lord) Geddes. Find the latest MONKS INVESTMENT TRUST PLC ORD (MNKS.L) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. Sir Auckland Geddes was a former professor of anatomy who, during the First World War, had become Director of Recruiting at the War Office. less than you put in. As the Fund invests in overseas securities, changes in the rates of exchange may also cause the value of your investment (and any income it may pay) to go down or up. Baillie Gifford is an unlimited liability partnership founded in 1908 and is solely focused on investment management.

Any investment in an investment trust involves risk. These include cruise ship operator Royal Caribbean, car manufacturer Fiat Chrysler and several banks.

Claire Boyle, Edward Harley, Belinda Richards, Nigel Shadbolt, Karl Sternberg, Jeremy Tigue. Charles Plowden explains why he’s a fan in Baillie Gifford’s podcast Short Briefings on Long Term Thinking. Read our Cookie Policy here. [1], In 1931, Baillie Gifford & Co took over the management of all three companies. Claire Boyle was appointed a Director with effect from 1 May 2020. Find out more about Monks Investment Trust including charges, Monks Investment Trust Key investor information.

However, no representation or warranty, express or implied, is made to its accuracy or completeness. Security centre
The Monks Investment Trust PLC is a United Kingdom-based investment company. Thanks for your comment. They can also help keep track of all your different investment interests, saving you a lot of time and bookkeeping. It is not our intention that the use of derivatives will significantly alter the overall risk profile of the Trust. The value of their shares, and any income from them, can fall as well as rise and investors may not get back the amount invested. wellbeing and our community we're Baillie Gifford was founded in 1908 and has become well-known for its investing-for-growth philosophy. They’re currently finding the most opportunities in North America, so around half the portfolio is invested there. The company seeks to meet it objective by investing principally in a portfolio of global quoted equities. Spencer Adair, Malcolm MacColl, Deputy Managers, This page was last edited on 5 April 2018, at 12:44. The Monks Investment Trust PLC raises £100m of long-term debt. Monks Investment Trust (LSE: MNKS) was incorporated in 1929 and was one of three trusts founded in the late 1920s by a group of investors headed by Sir Auckland (later Lord) Geddes. It may take up to 10 days for the transcription to be completed dependent on the size of the document. There was an error loading data, please try again. Jeremy Tigue was appointed a Director in 2014. Malcolm joined Baillie Gifford in 1999 and has spent time working in the UK Small Cap and North American Teams. A further risk exists in respect of the counterparty with whom the derivative transaction is made. seek advice. Mr. Plowden is expected to retire from the Manager and cease to serve as Portfolio Manager for the Fund effective on or about April 30, 2021. The Trust is listed on the London Stock Exchange and is not authorised or regulated by the Financial Conduct Authority.


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