Monks Investment Trust

Monks chair Sternberg to step down from board after 11 years

People moves

Monks chair Sternberg to step down from board after 11 years

September 2025 AGM

clock 04 September 2024 • 1 min read
Monks to pay lower annual dividend to boost share buybacks

Investment Trusts

Monks to pay lower annual dividend to boost share buybacks

17.6% NAV total return

clock 02 July 2024 • 2 min read
Monks investment trust acknowledge 'mistakes' led to a 'disappointing outcome'

Investment Trusts

Monks investment trust acknowledge 'mistakes' led to a 'disappointing outcome'

Share price dropped 7%

clock 20 June 2023 • 2 min read
Growth stock pickers feel like 'a kid in a candy shop'

Equities

Growth stock pickers feel like 'a kid in a candy shop'

'It is time to go shopping'

clock 22 June 2022 • 4 min read
Monks tumbles 'jarring' 19% while wider market rises

Investment Trusts

Monks tumbles 'jarring' 19% while wider market rises

Down 18.9%

clock 21 June 2022 • 2 min read

Equities

Baillie Gifford's Charles Plowden to retire

Departs after 37 years in April 2021

clock 07 May 2020 • 2 min read

Investment Trusts

Monks investment trust drastically cuts exposure to cyclicals amid 'stretched valuations'

Weighting drops to over 26% of portfolio

clock 10 December 2019 • 5 min read

Investment Trusts

Third pricing tier introduced on £1.7bn Monks trust AMC

Added 0.3% level

clock 12 March 2018 • 1 min read

Equities

Baillie Gifford's Plowden: It is up to individuals to make their own case for active management

Constructive on the US

clock 20 April 2017 • 6 min read

Investment Trusts

BlackRock, Baillie Gifford & JPM: Investment trust winners of 2016

Which trusts were analyst favourites for the year?

clock 20 December 2016 • 8 min read
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