Please try again later. Monks is firmly convinced that the only way to deliver superior investment returns for shareholders is to ignore the short-term whims of the market and focus instead on committing capital for long periods of time. investment. If you would like to sign up for this service then please contact your client service representative. Geographical analysis of total assets - 30/09/2020. He specialises in open data and artificial intelligence and is currently also chairman of the Open Data Institute. More detailed information about Morningstar's Analyst Rating, including its methodology, can be found here. It is not our intention that the use of derivatives will significantly alter the overall risk profile of the Trust. *FTSE World TR.Performance source: Morningstar and relevant underlying index provider, total return. Spencer joined Baillie Gifford in 2000 and is an Investment Manager in the Global Alpha Team. You can visit their site on If the Trust's investments fall in value, any invested borrowings will increase the amount of this loss. © LSE Group 2019. He is a director of JPMorgan Elect Plc, Alliance Trust PLC, Herald Investment Trust plc, Lowland Investment Company PLC, Jupiter Fund Management plc and Clipstone Logistics REIT plc. He left that role to establish Oxford Investment Partners, an investment management company for a group of Oxford colleges, where he was chief executive officer until 2013. Belinda Richards was appointed a Director in 2016. Charles graduated BA in Modern History from the University of Oxford in 1983. Claire Boyle was appointed a Director with effect from 1 May 2020. The Company’s ordinary shares are excluded from the FCA’s restrictions which apply to non-mainstream pooled investment products because they are shares in an investment trust. Malcolm graduated MA in Economics and History in 1998 and MLitt in Economics, Politics and Management in 1999, both from the University of St Andrews. Nothing in this information or elsewhere in this website shall exclude, limit or restrict our duties and liabilities to you under the United Kingdom's Financial Services and Markets Act 2000 or any conduct of business rules which we are bound to comply with. Access information on our Corporate Calendar, AGM Voting and Attendance here. The risk is that when this money is repaid by the Trust, the value of the investments may not be enough to cover the borrowing and interest costs, and the Trust will make a loss. Further information on our funds can be found in the relevant Key Investor Information and Prospectus Documents, which are available in English and will be sent to you free of charge on request. Please try again later. Market values for securities which have become difficult to trade may not be readily available and there can be no assurance that any value assigned to such securities will accurately reflect the price the Trust might receive upon their sale. At Baillie Gifford we don’t provide financial advice, but we do try our best to provide you with all the information we think you might need to make investment decisions. We are drawn to businesses addressing a particular ‘crisis’ in a novel manner which can help to reduce costs and/or produce a radically improved quality of service. He became a Partner in 2013 and has also spent time working in the Fixed Income, Japanese, European and UK Equity Teams. If you want to use an authorised intermediary, MyLocalAdviser is a website that allows you to search for authorised intermediaries in your area. Baillie Gifford’s Charles Plowden, manager of the Monks Investment Trust, hails a firm whose ambitions match the vastness of the subcontinent of India. Baillie Gifford & Co Limited is an authorised Alternative Investment Fund Manager and Company Secretary of investment trusts. Having qualified as a chartered accountant with Coopers & Lybrand, where she specialised in litigation support and forensic accounting, Ms Boyle then spent thirteen years working in equity investment management for: Robert Fleming Investment Management; American Express Asset Management; and latterly Oxburgh Partners LLP, where she was a partner with responsibility for their European Equity Hedge Fund. The latest fund information for Monks Investment Trust PLC Ord 5P, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Malcolm is an Investment Manager in the Global Alpha Team, having been involved with Global Alpha since the product’s inception in 2005. Mr Tigue was the fund manager of Foreign & Colonial Investment Trust PLC from 1997 to June 2014. It is not intended for use by investors from other jurisdictions. The value of their shares, and any income from them, can fall as well as rise and investors may not get back the amount invested. We offer a beautiful, intuitive website which allows immediate access to current and historical portfolio information, formal reports as well as our latest research thinking. Notes. We offer a beautiful, intuitive website which allows immediate access to current and historical portfolio information, formal reports as well as our latest research thinking. He joined Baillie Gifford in 1983 and was a portfolio manager in the UK Equity Team for over 20 years notably developing Baillie Gifford’s specialist UK capabilities, and was latterly head of the team. £2,684,577,807.32 (before deduction of borrowings). However, no representation or warranty, express or implied, is made to its accuracy or completeness. Please note that the Company currently conducts its affairs, and intends to continue to conduct its affairs, so that the Company’s ordinary shares can be recommended by Independent Financial Advisers to ordinary retail investors in accordance with the FCA’s rules in relation to non-mainstream pooled investment products (NMPI). The Trust can borrow money to make further investments (sometimes known as “gearing” or “leverage”). View recent trades and share price information for Monks Investment Trust plc and other shares. © 2020 London Stock Exchange plc. This website is informative only and the information provided should not be considered as investment or other advice or a recommendation to buy, sell or hold a particular investment. The information in this area of the website is intended for personal investors within the United Kingdom only. By clicking on Individual Investor, you have confirmed that you are based in the United Kingdom and that you meet the following requirements. If none of the previous options apply, please select Rest of World below: The value of your investment may go down as well as up, and you may not get back the amount you invested.