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/

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