Initiation note from QuotedData

Summary by AI BETAClose X

Monks Investment Trust has shown improved performance over the past year, driven by holdings like TSMC, NVIDIA, SpaceX, and Schiehallion, and its managers are adapting the portfolio for a wider range of economic outcomes beyond AI-driven growth. The trust's shares are currently trading at a mid-single-digit discount to net asset value, which has been narrowing and could continue to do so if growth investing remains favoured and performance is sustained.

Disclaimer*

Monks Investment Trust PLC
16 July 2026
 

 A picture containing text, sign, clipart Description automatically generated

Monks Investment Trust - Initiation note from QuotedData

16 July 2026

Global growth wider a wider lens

After a tough period for growth investing, Monks Investment Trust (MNKS) has seen its performance improve markedly over the past year, helped by holdings such as TSMC, NVIDIA, SpaceX and Schiehallion. With the economic outlook becoming less certain, the managers have been adjusting the portfolio to allow it to benefit from a wider range of outcomes, not just the small group of AI-driven winners that has recently led markets, while keeping the trust's focus on exceptional growth businesses.

The shares trade on a mid-single-digit discount to net asset value (NAV), which has been narrowing. If investors continue to favour growth and MNKS sustains its stronger performance, we believe the discount could narrow further.

Full Research:

https://quoteddata.com/research/monks-investment-trust-global-growth-with-a-wider-lens-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Monks Investment Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

QUOTEDDATA
50 Gresham Street | London EC2V 7AY
Tel: +44 (0) 20 3691 9430

www.quoteddata.com | research@quoteddata.com | www.martenandco.com

 

This information is provided by Reach, the non-regulatory press release distribution service of RNS, part of the London Stock Exchange. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com or visit www.rns.com.

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.
 
END
 
 

Companies

Monks Inv Trust (MNKS)
UK 100
FTSE quotes by TradingView

Latest directors dealings

All directors dealings today