Monks Inv Trust (MNKS)

Sector:

Investment Firms

Index:

FTSE 250

1,442.00p
   
  • Change Today:
      4.00p
  • 52 Week High: 1,484.00
  • 52 Week Low: 1,096.00
  • Currency: UK Pounds
  • Shares Issued: 236.45m
  • Volume: 199,035
  • Market Cap: £3,409.66m
  • RiskGrade: 84

Monks Investment Trust falls behind benchmark in last financial year

Date: Thursday 04 Jun 2015

LONDON (ShareCast) - The Monks Investment Trust said its performance in the last financial year lagged behind that of its comparative benchmark.
The FTSE 250 group reported net asset value total return of 13% in the year to 30 April, while its share price total return was 18.8% compared against the 18.0% total return for the FTSE World Index over the same period.

The trust, which is managed by Edinburgh-based Baillie Gifford & Co, said its performance was affected by poor returns in North America, Britain and Europe, which offset good stock selection in Japan and emerging markets.

"The relative overweight to the UK market was also unhelpful, as was our oil and gas exposure, with Enquest, Seadrill, North Atlantic Drilling and IGas Energy in particular performing poorly," group chairman James Ferguson said in a statement.

However, Ferguson added that the company believed its strategy will ensure a long-term portfolio return.

Monks Investment shares were down 0.47% to 441.42p at 08:46 on Thursday.

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Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

Monks Inv Trust Market Data

Currency UK Pounds
Share Price 1,442.00p
Change Today 4.00p
% Change 0.28 %
52 Week High 1,484.00
52 Week Low 1,096.00
Volume 199,035
Shares Issued 236.45m
Market Cap £3,409.66m
RiskGrade 84

Monks Inv Trust Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
25.81% above the market average25.81% above the market average25.81% above the market average25.81% above the market average25.81% above the market average
4.83% below the sector average4.83% below the sector average4.83% below the sector average4.83% below the sector average4.83% below the sector average
Price Trend
36.00% above the market average36.00% above the market average36.00% above the market average36.00% above the market average36.00% above the market average
33.52% above the sector average33.52% above the sector average33.52% above the sector average33.52% above the sector average33.52% above the sector average
Income
42.86% below the market average42.86% below the market average42.86% below the market average42.86% below the market average42.86% below the market average
7.69% below the sector average7.69% below the sector average7.69% below the sector average7.69% below the sector average7.69% below the sector average
Growth
13.32% below the market average13.32% below the market average13.32% below the market average13.32% below the market average13.32% below the market average
3.66% above the sector average3.66% above the sector average3.66% above the sector average3.66% above the sector average3.66% above the sector average

Monks Inv Trust Dividends

  Latest Previous
  Final Final
Ex-Div 29-Jul-21 30-Jul-20
Paid 07-Sep-21 04-Sep-20
Amount 2.00p 2.50p

Trades for 23-Sep-2021

Time Volume / Share Price
14:58 62 @ 1,442.00p
14:58 238 @ 1,442.00p
14:58 659 @ 1,442.00p
14:58 500 @ 1,442.00p
14:58 603 @ 1,442.00p

Monks Inv Trust Key Personnel

Chair Karl Sternberg

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