Trustnet Magazine 69 January 2021 | Page 50

THE MONKS INVESTMENT TRUST

We look to the future .

To meet your aspirations .

Our annual research agenda outlines key themes we intend to focus our attention on over the year ahead . We use it as our guide to hunt for unrecognised growth opportunities . We believe looking forward rather than backwards helps us find those companies that will shape the future . And we believe it ’ s a better way to deliver returns you can look forward to . Over the last five years the Monks Investment Trust has delivered a total return of 200.0 % compared to 152.8 % for the sector *.
Standardised past performance to 30 September * 2016 2017 2018 2019 2020 MONKS INVESTMENT TRUST 37.9 % 35.6 % 19.1 % 7.8 % 24.9 % AIC GLOBAL SECTOR^ 29.0 % 26.2 % 19.2 % -0.2 % 34.5 %
^Weighted average .
Past performance is not a guide to future returns . Please remember that changing stock market conditions and currency exchange rates will affect the value of the investment in the fund and any income from it . Investors may not get back the amount invested .
Find out more by watching our film at monksinvestmenttrust . co . uk A Key Information Document is available . Call 0800 917 2112 .
Actual Investors
* Source : Morningstar , share price , total return in sterling as at 30.09.20 . 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 Trust . 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 .