THE MONKS INVESTMENT TRUST PLC
Your portfolio
24 / 25
at City Asset Management, says while
cash has zero volatility, the problem
is the return is going to be less than
inflation, so capital will fall in real
terms. “The real advantage is that
when the bad event has happened,
investors can move to buy assets that
are attractively priced,” he adds.
The next best thing
After that, investors will almost
certainly look to government bonds.
Robert Love, head of research at
Asset Intelligence Research, says
developed-market government bonds
MONKS HAS OVER £1.9BN
IN NET ASSETS UNDER
MANAGEMENT, WHILE ITS
ONGOING CHARGE IS A
MODEST 0.50%*.
THE CENTRE OF
YOUR PORTFOLIO.
remain one of the most effective
diversifiers of equity market risk.
“They are typically seen as ‘safe
havens’ to which investors flock
during times of trouble for either
markets or economies,” he adds.
PERFORMANCE OF FUND VS SECTOR AND INDEX
Monks Investment Trust, we believe, could be a core investment for anyone seeking long term growth.
It is managed according to Baillie Giff ord’s £39bn Global Alpha strategy. As a result, Monks takes a highly
active approach to investment and its portfolio looks nothing like the index. The managers group their
holdings into four diff erent growth categories. This allows for excellent diversifi cation and off ers the chance
to unearth some of the more interesting companies listed on global stock markets. Over the last fi ve years
the Monks Investment Trust has delivered a total return of 143.7% compared to 112.7% for the sector**.
Standardised past performance to 30 June**
IA Targeted Absolute ASI Global Absolute Return
(54.48%) Return (4.94%) Strategies (-2.98%)
50%
2016 2017 2018 2019 40%
Monks Investment Trust 10.4% 3.2% 59.9% 22.1% 9.5% 30%
AIC Global Sector Average 15.4% 5.6% 39.1% 20.6% 4.6% 20%
Past performance is not a guide to future returns.
MSCI AC World
60%
2015
10%
Please remember that changing stock market conditions and currency exchange rates will
aff ect the value of the investment in the fund and any income from it. Investors may not get
back the amount invested. If in doubt, please seek fi nancial advice.
0%
-10%
If you’re looking for a fund to shine at the centre of your portfolio,
call 0800 917 2112 or visit www.monksinvestmenttrust.co.uk
M
*Ongoing charges as at 30.04.19 calculated in accordance with AIC recommendations. Excludes transaction costs, costs of borrowing money to invest
and the ongoing costs of any underlying investment funds within the Trust’s portfolio. Details of these costs can be found in the Key Information
Document. **Source: Morningstar, share price, total return as at 30.06.19. All other data as at 30.06.19. Your call may be recorded for training or
monitoring purposes. Issued and approved by Baillie Gifford & Co Limited, whose registered address is at Calton Square, 1 Greenside Row, Edinburgh,
EH1 3AN, United Kingdom. Baillie Gifford & Co Limited is the authorised Alternative Investment Fund Manager and Company Secretary of the Company. Baillie Gifford & Co
Limited is authorised and regulated by the Financial Conduct Authority (FCA). The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies and
are not authorised and regulated by the Financial Conduct Authority.
Long-term investment partners
-20%
A Key Information Document is available by contacting us.
“While we can buy these
funds that consistently
take advantage of
volatility, they tend to
bleed performance until it
happens”
Source: FE Analytics
trustnet.com