Monks Investment Trust

Long-term dividends

Monks Investment Trust was incorporated in 1929 and is one of three trusts founded in the late 1920s by a group of investors headed by Sir Auckland (later Lord) Geddes. Since 1931, it has been managed by Baillie Gifford. The trust aims for long-term capital growth, which takes priority over income.

This is pursued through applying a patient approach to investment, principally from a differentiated, actively managed global equity portfolio containing a diversified range of growth stocks.

After a spell of poor performance, the board decided to appoint Baillie Gifford partner Charles Plowden to head the trust.

Investment Trusts

How Baillie Gifford's Plowden turned around the performance of £1.3bn Monks trust

Trust seen turnaround in performance

27 October 2016 • 3 min read

Equities

As global stockmarkets soar to record highs, where are the best opportunities?

Six fund managers reveal the long-term trends driving their strategies, and the positions that have worked well for their portfolios this year, as well as the sectors they have avoided

23 September 2016 • 12 min read