Established in 1929 ,The Monks Investment Trust PLC is a United Kingdom-based investment trust. The Company aims 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.
The Company's objective is to invest globally to achieve capital growth. It seeks to meet its objective by investing principally in a portfolio of global quoted equities.
The number of holdings in equities typically ranges from 70-200. Its portfolio contained 123 equity holdings.
The Company holds a portfolio across geographic sectors, in the United Kingdom, Continental Europe, North America, Japan, Asia, Africa and other emerging markets.Its portfolio of securities is distributed across several sectors, including oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, telecommunications and technology.
To find our clients long-term growth opportunities, we think in terms of years and decades rather than months and quarters. And when we unearth companies poised to prosper from change, we aim to be long-term shareholders on our clients behalf, supporting management to achieve the best possible results.