The Monks Investment Trust PLC

The Monks Investment Trust PLC

  • Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, United Kingdom , London, Greater London
  • 3.7

    31 Reviews

  • Today: Open now | Tomorrow (Saturday): 10:00 - 19:00
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Business Name: The Monks Investment Trust PLC

The Monks Investment Trust PLC is a prominent British investment trust focused on achieving long-term capital growth through a globally diversified, actively managed equity portfolio. Established in 1929 and managed by Baillie Gifford & Co, the Trust applies a patient, high-conviction approach, typically holding around 100 stocks. Its investment strategy categorizes holdings into three distinct growth profiles: "Stalwarts" (steady, durable growth), "Rapid Growth" (innovative, high-potential businesses), and "Cyclical Growth" (capitalizing on broader economic shifts). This balanced framework allows the Trust to navigate various market cycles effectively. The Trust prioritizes capital appreciation over immediate income, targeting companies with superior earnings growth potential that are often underappreciated by the broader market. As a constituent of the FTSE 250 Index, Monks offers investors liquid access to a wide spectrum of global opportunities, including emerging markets and private companies. By leveraging Baillie Gifford's deep research capabilities, Monks aims to identify businesses that are solving global challenges through novel technological or operational approaches, such as AI, renewable energy, and digital infrastructure.

Business Helpdesk Number: 03707071170

Founder Name: Sir Auckland Geddes (Group Head at Foundation)

Founded Date: 6 February 1929

Phone Number: 01312752000

Email Address: [email protected]

Website URL: https://www.bailliegifford.com/en/uk/individual-investors/funds/monks-investment-trust/

Physical Address: Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, United Kingdom

Landmark: Near Omni Centre

Service or Products: Global Equity Investment, Capital Growth Portfolios, Investment Trust Shares, and Private Company Exposure.

Amenities: Online Portfolio Tracking, Monthly Performance Factsheets, Annual General Meetings, and Investor Insights Reports.

Accepted Payment Methods: Bank Transfer, Wire Transfer, Stockbroker Clearing.

Languages Supported: English

Specialization: Global Alpha Growth, Multi-Asset Diversification, Systematic Risk Management, and Long-Term Value Creation.

Certifications: FCA Regulated, FTSE 250 Index Member, UN PRI Signatory.

Social Media Links: LinkedIn, Twitter

Business Registration Number: 00236964

Brand Association Name: Baillie Gifford & Co

Working Hours: Monday-Friday: 09:00 – 17:30

Year Founded: 1929

Service Area Radius: (Leave blank)

Brands: Monks, Baillie Gifford

Number of Employees: 1800 (via Baillie Gifford)

Associations: Association of Investment Companies (AIC), London Stock Exchange.

 FAQ

Who manages Monks Investment Trust? 
The Trust is managed by Baillie Gifford & Co, an independent investment management partnership based in Edinburgh.

How do I buy shares in Monks?
 Shares are listed on the London Stock Exchange (ticker: MNKS) and can be purchased through most UK stockbrokers, ISA platforms, or SIPP providers.

Does Monks pay a dividend? 
While the primary objective is capital growth, the Trust typically pays a small annual dividend, although this remains secondary to capital appreciation.

What are "Stalwart" stocks in the Monks portfolio? 
Stalwarts are established companies with durable business models and steady, predictable cash flows that provide a foundation of resilience to the portfolio.

Does the Trust invest in private companies? 
Yes, Monks has the flexibility to invest a portion of its portfolio in unlisted (private) companies to capture growth before they go public.

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Quick Information

  • Business summaryDiscover Monks Investment Trust PLC, a FTSE 250 trust managed by Baillie Gifford, targeting long-term capital growth through a diversified global stock portfoli
  • Year of Establishment1929
  • AssociationsAssociation of Investment Companies (AIC), London Stock Exchange.
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Support

Contact the official The Monks Investment Trust PLC Support Number for fast, reliable assistance in the Financial Services industry. The The Monks Investment Trust PLC customer care team is available to handle inquiries. You can also access the The Monks Investment Trust PLC official website at www.bailliegifford.com/en/uk/individual-investors/funds/monks-investment-trust/ for complete service details. For written queries, use the The Monks Investment Trust PLC support email. Located at Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, United Kingdom, London, Greater London United Kingdom.

Reach the The Monks Investment Trust PLC contact number to connect with verified experts in the Financial Services sector. The The Monks Investment Trust PLC helpline offers quick resolutions and trusted guidance. You can also contact the The Monks Investment Trust PLC support team through official The Monks Investment Trust PLC email for professional assistance.

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Business Hours

  • Monday
    10:00 AM - 07:00 PM
  • Tuesday
    10:00 AM - 07:00 PM
  • Wednesday
    10:00 AM - 07:00 PM
  • Thursday
    10:00 AM - 07:00 PM
  • Friday
    10:00 AM - 07:00 PM
  • Saturday
    10:00 AM - 07:00 PM
  • Sunday
    10:00 AM - 07:00 PM
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