Monks : MNKS

Monks Investment Trust aims for long-term capital gain, principally from an internationally diversified equity portfolio. It is prepared to move freely between markets and adjust investment style as opportunities arise, but capital growth takes priority over income. Equities are selected for their inclusion within the portfolio solely on the basis of the strength of the investment case and index weights are not take into account.

When investing, the Company is prepared to move freely between different markets as opportunities arise. There are no limits to geographical or sector exposures, but these are reported to, and monitored by, the Board in order to ensure that adequate diversification is achieved. The number of holdings in equities and funds will typically be between 70 and 200.