Monks Investment Trust Plc (MNKS)
Category Global Large-Cap Growth Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell
1,432.00p
Buy
1,440.00p
0.00p (+0.00%)
Discount/Premium
-6.98%
Estimated NAV
1,539.426p
Prices updated at 02 Apr 2026, 16:47 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
The objective of the company is to invest globally to achieve capital growth. This takes priority over income and dividends. The company seeks to meet it objective by investing principally in a portfolio of global quoted equities.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
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- Performance
- Charges & documents
- Shares & trades
- Dividends
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- News & dates
- Trust info
- Director info
Annual performance (%)
Year | This fund | Peer group index |
|---|---|---|
| 31 Mar 15 - 31 Mar 16 | -3.15 | -1.15 |
| 31 Mar 16 - 31 Mar 17 | 53.89 | 31.52 |
| 31 Mar 17 - 31 Mar 18 | 20.28 | 10.80 |
| 31 Mar 18 - 31 Mar 19 | 10.01 | 7.24 |
| 31 Mar 19 - 31 Mar 20 | -2.92 | -10.43 |
| 31 Mar 20 - 31 Mar 21 | 66.88 | 42.08 |
| 31 Mar 21 - 31 Mar 22 | -17.49 | -0.44 |
| 31 Mar 22 - 31 Mar 23 | -12.72 | -8.33 |
| 31 Mar 23 - 31 Mar 24 | 18.72 | 20.32 |
| 31 Mar 24 - 31 Mar 25 | 1.41 | -0.10 |
| 31 Mar 25 - 31 Mar 26 | 20.87 | 9.95 |
Primary benchmark: FTSE World TR GBP
Peer group index: Morningstar IT Global
Trailing returns (%)
Year | This fund | Peer group index |
|---|---|---|
| 1 Day | - | 0.47 |
| 1 Month | -4.79 | -3.47 |
| 3 Months | -3.63 | -3.21 |
| 6 Months | -3.76 | -2.80 |
| 1 Year | 21.81 | 12.87 |
| 3 Years annualised | 14.07 | 10.89 |
| 5 Years annualised | 1.04 | 4.35 |
Primary benchmark: FTSE World TR GBP
Peer group index: Morningstar IT Global
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
