{"name":"The Monks Investment Trust PLC","domain":"monksinvestmenttrust.co.uk","url":"https://optimly.ai/brand/the-monks-investment-trust-plc","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"The Monks Investment Trust invests in high-quality companies with superior but underappreciated earnings growth potential across a portfolio of around 100 holdings.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"description","label":"Description","shape":"text","content":"A UK-listed investment trust managed by Baillie Gifford that seeks long-term capital growth through a differentiated, actively managed global equity portfolio. The portfolio typically contains 100+ stocks from around the world and includes companies with varied growth profiles.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To achieve long-term capital growth, with capital growth taking priority over income, through a patient and unconstrained investment approach focused principally on global growth stocks.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Investment managers: Malcolm MacColl, Helen Xiong and Michael Taylor. Directors: Randeep Singh Grewal, Chairman; Claire Boyle, Director and Audit Committee Chair; Stacey Parrinder-Johnson, Director and Senior Independent Director; David Ballance, Director; and Richard Curling, Director.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://monksinvestmenttrust.co.uk","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, factual and investment-focused, with an emphasis on long-term thinking, active management, growth investing and risk disclosure.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1929","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Managed by Baillie Gifford & Co Limited","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Provides investors with actively managed, diversified global equity exposure focused on companies with above-average earnings growth potential and the prospect of long-term capital growth.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Actively managed global equity investment\nGrowth-oriented company selection\nDiversified portfolio construction\nUnconstrained investment across global markets\nLong-term, patient investment approach","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"The Monks Investment Trust","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"The website reports a share price of 1580.00p, NAV at fair of 1672.54p, a 5.5% discount at fair and ongoing charges of 0.44% as at the displayed pricing date.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Investment trusts and global equity investment management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individual investors, as well as professional clients, eligible counterparties, financial advisers and wealth managers accessing the trust through the associated investor site.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Seeking long-term capital growth\nGaining diversified exposure to global growth companies\nInvesting through an actively managed global equity portfolio","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Potential for long-term capital growth\nDiversified exposure to a global range of growth stocks\nAccess to professional active investment management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://monksinvestmenttrust.co.uk","updated_at":"2026-11-07T07:01:20.793811+00:00"}]}],"last_refreshed_at":"2026-11-07T07:01:20.829136+00:00","last_changed_at":"2026-11-07T07:01:20.847158+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=b78be535-40d0-4614-8a41-6faa103a22ab"}