By Patrick Sanders, Reporter, Trustnet, 04 June 2025
Investors should not give up on the Monks Investment Trust despite a wobbly past half decade, according to market commentators, although there is a split on whether now is a good buying opportunity or if investors should just stand pat.
Monks Investment Trust is one of the largest investment trusts in the UK, with around £2.5bn in total assets. Managed by Helen Xiong, Malcolm MacColl and Spencer Adair the strategy aims to achieve “long-term capital growth that takes priority over income” with a patient, actively managed global equity portfolio that covers a range of different growth stocks.
It does this by investing in three types of stocks. First are disruptors – companies that are using technological innovation to drive change in industries. Next are the compounders, or those where investors will get rich slowly. Last are the capital allocators, which are the more economically sensitive companies in the portfolio.
This emphasis on diversified growth stocks has led to some interesting opportunities this year, including the controversial taxi company Uber.
Matthew Read, senior analyst at QuotedData, noted that this has made it a popular choice for investors who want growth in their portfolio without the volatility of its stablemate Scottish Mortgage.
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