MONKS INVESTMENT TRUST
LAUNCHED IN 1929 , MONKS HAS AROUND £ 1.2BN IN NET ASSETS UNDER MANAGEMENT , WHILE ITS ONGOING CHARGE IS A MODEST 0.59 %*. A MEASURED STRATEGY AIMING FOR LONG-TERM GROWTH .
Monks Investment Trust , we believe , could be a core investment for anyone seeking long-term growth . It is managed by Baillie Gifford ’ s Global Alpha team who are also responsible for looking after some £ 28bn on behalf of clients across the globe . As a result , Monks takes a highly active approach to investment and its portfolio looks nothing like the index . The managers like to pick from what they believe are the best ideas available at Baillie Gifford and take a measured approach to portfolio construction . They invest in around 100 stocks , which allows for excellent diversification , and offers the chance to unearth some of the more interesting companies listed on global stock markets .
Please remember that changing stock market conditions and currency exchange rates will affect the value of your investment in the fund and any income from it . You may not get back the amount invested . If in doubt , please seek financial advice .
For a core fund that aims to go the distance , call 0800 917 2112 or visit www . monksinvestmenttrust . co . uk
Long-term investment partners
* Ongoing charges as at 30.04.16 . All other data as at 30.09.16 . Your call may be recorded for training or monitoring purposes . Monks Investment Trust PLC is available through the Baillie Gifford Investment Trust Share Plan and the Investment Trust ISA , which are managed by Baillie Gifford Savings Management Limited ( BGSM ). BGSM is an affiliate of Baillie Gifford & Co Limited , which is the manager and secretary of Monks Investment Trust PLC .