SCOTTISH MORTGAGE INVESTMENT TRUST
THE MONKS INVESTMENT TRUST
MONKS HAS OVER £1.5BN IN NET ASSETS UNDER MANAGEMENT, WHILE ITS ONGOING CHARGE IS A MODEST 0.52%*.
THE MAINSTAY OF YOUR PORTFOLIO. Monks Investment Trust, we believe, could be a core investment for anyone seeking long term growth. It is managed according to Baillie Gifford’s £32bn Global Alpha strategy. As a result, Monks takes a highly active approach to investment and its portfolio looks nothing like the index. The managers group their holdings into four different growth categories. This allows for excellent diversification and offers the chance to unearth some of the more interesting companies listed on global stock markets. Over the last five years the Monks Investment Trust has delivered a total return of 93.3% compared to 74.9% for the sector**. Standardised past performance to 31 December**
Monks Investment Trust
3.2% 8.9% 33.8% 35.0% -4.8%
AIC Global Sector Average 8.8% 10.9% 22.6% 24.1% -4.9%
Past performance is not a guide to future returns. Please remember that changing stock market conditions and currency exchange rates will affect the value of the investment in the fund and any income from it. Investors may not get back the amount invested. If in doubt, please seek financial advice. If you’re pursuing growth why not get on board? Call 0800 917 2112 or visit www.monksinvestmenttrust.co.uk
A Key Information Document is available by contacting us.
Long-term investment partners
*Ongoing charges as at 30.04.18. **Source: Morningstar, share price, total return as at 31.12.18. All other data as at 31.12.18. Your call may be recorded for training or monitoring purposes. Issued and approved by Baillie Gifford & Co Limited, whose registered address is at Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, United Kingdom. Baillie Gifford & Co Limited is the authorised Alternative Investment Fund Manager and Company Secretary of the Company. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority (FCA). The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies and are not authorised and regulated by the Financial Conduct Authority.