Fund Profile

Monks 25 August 2017

Overview
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Fund History

26 Apr 2024 Building back: the great US infrastructure opportunity
The US government is determined to upgrade the country’s crumbling infrastructure. Spencer Adair, manager of The Monks Investment Trust discusses the firms set to benefit...
12 Jan 2024 Monks Investment Trust: a three-dimensional approach to growth
The nature of growth is changing. Baillie Gifford’s Spencer Adair describes how shifts in the investment landscape are affecting the portfolio and explains how his team aims to benefit from holding three different company types...
27 Oct 2023 Microsoft reloaded: how Satya Nadella revitalised the tech titan
Satya Nadella has restored the Windows maker’s sparkle. Malcolm MacColl, deputy manager of The Monks Investment Trust, tells Leo Kelion how the far-sighted chief executive turned the tech titan around...
18 Oct 2023 Computer says no
Markets are fixated on replacing humans with AI, rather than maintaining them with biotech. Could this be an opportunity to rotate profits?
06 Oct 2023 Monks Investment Trust manager insights
Investment manager Malcolm MacColl discusses recent performance, portfolio positioning and how the team considers three earnings growth profiles in stock selection...
19 May 2023 Can Elevance Health transform the US healthcare system?
Malcolm MacColl, deputy manager of The Monks Investment Trust, shares the growth prospects around Elevance Health and how it can address the shortcomings of the US healthcare system...
27 Mar 2023 Fund Analysis
MNKS shares have derated, but the managers believe the portfolio will be resilient…
23 Mar 2023 The first course: week one of our ISA event in review
We look at the first four presentations of our ISA season event…
07 Mar 2023 Monks Investment Trust - Pragmatic global growth
Jon Henry
Rewatch this webinar from our month-long online series 'A feast of ideas for your ISA' hosted by the team at Kepler Trust Intelligence throughout March...
Watch Recording
11 Nov 2022 For Monks Investment Trust, diversity beats adversity
Having a varied portfolio, with holdings from software companies to renewable energy specialists, helps navigate volatility according to Spencer Adair, manager of Monks Investment Trust...
02 Sep 2022 Monks Investment Trust: Manager Insights
Investment specialist Jon Henry discusses changes to the portfolio, the impact of inflation on recent performance and how market volatility can lead to positive outcomes for active stock pickers...
17 Jun 2022 Baillie Gifford Monks Investment Trust: Growth investing in a changing world
In this recent webinar, manager of the Monks Investment Trust, Spencer Adair, outlines how the trust seeks to harness growth in an ever-changing world...
06 May 2022 Casting the net wider
Growth stocks are becoming more diverse, meaning stock-pickers need to embrace the unfamiliar, Spencer Adair, manager of The Monks Investment Trust, tells Ian McGugan...
12 Nov 2021 Virtuous cycles
From Ryanair to Rio Tinto, firms that suffer through tough times often resurface as big long-term winners. Spencer Adair, manager of The Monks Investment Trust, reveals what turns these stocks into comeback kings
08 Oct 2021 Baillie Gifford Monks Investment Trust - Manager Insights
Baillie Gifford investment manager Spencer Adair and client director John Carnegie review the portfolio’s performance and hone in on Tesla, Moderna and Sea, as well as its Chinese holdings...
19 Aug 2021 Pandemic immunity
We ask which global equity trusts have outperformed through the different stages of the pandemic…
05 Feb 2020 The best form of defence
We look at the continued rise of passive funds, and find out how investment trust managers are countering it...
23 Dec 2019 Insuring Asia
The extraordinary expansion of Asia’s middle class is turbocharging demand for products that provide a sense of security. Charles Plowden, manager of Monks Investment Trust, tells Colin Donald why the region’s life insurance giants are well-placed to reap the rewards...
23 Oct 2019 Sail away: the best trusts to escape the UK
We look under the hoods of Global sector trusts to see which offer the best diversification prospects for UK investors...
24 Jul 2019 Fund Analysis
Monks offers a highly active approach to investing in global equities...
13 Dec 2018 Fund Analysis
Diversification is a key attribute of the portfolio, with the managers focusing on the type of growth they anticipate each company delivering...
27 Sep 2017 Monks travels the Silk Road
The managers explain why China's grand ambitions for trade are an immense opportunity...
25 Aug 2017 Fund Analysis
A global equity portfolio which has seen performance improve markedly under the stewardship of a new investment team...
22 Feb 2017 Into the wilderness
As the West heads deeper into uncharted territory, we examine the way in which global fund managers are positioning in the face of vertiginous valuations and seismic political change...
21 Feb 2017 Fund Analysis
26 Jan 2016 Top picks from four leading brokers for 2016
We examine the key recommendations for individual trusts from our panel of the City’s leading analysts.
08 Sep 2015 Fidelity Special Values smashes it
Fidelity Special Values, one of the five ‘contrarian plays on big discounts’ we highlighted in April, has come in sharply since we tipped it for greatness.
05 Jun 2015 On the rebound
Contrarian investment ideas on big discounts.
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