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UK Listed Trust Update - THE MONKS INVESTMENT TRUST

By David Hayes, Investment Adviser

 

THE MONKS INVESTMENT TRUST


International share diversification can be achieved by utilizing UK listed trusts. The UK listed trusts manage diversified international share portfolios and they are reliant on the managers ability to navigate the global financial markets. These investments are listed on the London Stock Exchange and denominated in Sterling.

Baillie Gifford & Co Limited is a fund manager based in Edinburgh
with £173 billion under management in specialist equity, fixed income
and multi-asset portfolios for a global client base. The company invest for long term growth by actively managing a number of managed portfolios. One of these funds is the UK Listed Trust, Monks Investment Trust.

The Monks Investment Trust aims for long-term capital growth which takes priority over income. This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks – companies with above average earnings growth – which we expect to hold for around 5 years on average. Investments are made on an unconstrained basis. The portfolio, which includes stocks with a range of different growth profiles, will typically contain 100+ stocks from around the world and Monks should not be viewed as a proxy for any index.

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