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Monks Investment Trust Shs GBP
(LSE:MNKS)
Monks Investment Trust Shs GBP (MNKS) vs. iShares MSCI United Kingdom ETF (EWC)
Monks Investment Trust Shs GBP Business Overview & Revenue Model
Monks Investment Trust Shs GBP Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 509.19M | -3.45M | 419.32M | -64.02M | -620.09M | 1.08B |
| Gross Profit | -171.41M | -12.00M | 403.04M | -72.90M | -630.55M | 1.09B |
| EBITDA | 655.05M | -13.96M | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income | 485.20M | -16.75M | 398.35M | -67.84M | -623.20M | 1.08B |
Balance Sheet | ||||||
| Total Assets | 2.95B | 2.55B | 2.90B | 2.64B | 2.71B | 3.35B |
| Cash, Cash Equivalents and Short-Term Investments | 23.63M | 21.61M | 38.62M | 42.19M | 35.88M | 108.72M |
| Total Debt | 174.59M | 223.41M | 223.18M | 99.86M | 174.85M | 139.79M |
| Total Liabilities | 255.36M | 235.09M | 237.06M | 194.16M | 226.80M | 145.81M |
| Stockholders Equity | 2.70B | 2.32B | 2.66B | 2.44B | 2.48B | 3.20B |
Cash Flow | ||||||
| Free Cash Flow | 859.00K | 2.67M | 10.68M | 9.58M | 9.33M | 9.91M |
| Operating Cash Flow | 3.31M | 2.67M | 10.68M | 9.58M | 9.33M | 9.91M |
| Investing Cash Flow | 395.61M | 310.08M | 118.71M | 105.47M | -60.56M | -82.95M |
| Financing Cash Flow | -416.75M | -328.67M | -133.30M | -109.03M | -21.31M | 164.57M |
Monks Investment Trust Shs GBP Technical Analysis
Monks Investment Trust Shs GBP Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | £33.16B | 5.17 | 25.05% | 2.44% | 62.80% | 48.86% | |
77 Outperform | £7.24B | 20.39 | 8.30% | 5.37% | 4.78% | -4.86% | |
76 Outperform | £5.79B | 9.86 | 24.36% | 4.13% | 28.34% | 44.04% | |
76 Outperform | £3.03B | 21.88 | 12.23% | 5.71% | -10.85% | -42.02% | |
69 Neutral | ― | 5.70 | 25.95% | 0.03% | ― | ― | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | £1.55B | 19.26 | 9.75% | 9.91% | -28.89% | -12.14% |
Monks Investment Trust Shs GBP Corporate Events
Monks Investment Trust PLC has repurchased 25,000 of its ordinary shares at 1,552.00p per share, with the acquired stock to be held in treasury. Following this transaction, the company now holds 90,336,930 shares in treasury and has 162,834,530 shares in issue excluding treasury stock, a figure that shareholders are advised to use when calculating whether they must disclose changes to their holdings under the FCA’s Disclosure Guidance and Transparency Rules.
The most recent analyst rating on (GB:MNKS) stock is a Buy with a £1715.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC, a UK-based global equity investment trust managed by Baillie Gifford, provides long-term capital growth to investors through a diversified portfolio of international shares listed in sterling on the London market. The company has repurchased 85,000 of its own ordinary shares at 1,535.79p each to be held in treasury, bringing total treasury holdings to 90,311,930 shares and leaving 162,859,530 shares in issue. This buyback, classified as an acquisition of the issuer’s own shares, adjusts the free float and provides the updated denominator shareholders must use to assess whether they need to notify holdings under the FCA’s Disclosure Guidance and Transparency Rules, potentially affecting major shareholding disclosure obligations for investors.
The most recent analyst rating on (GB:MNKS) stock is a Buy with a £1715.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC has repurchased 85,000 of its ordinary shares at 1,545.75p each, with the shares to be held in treasury, continuing its active capital management strategy. Following this transaction, the trust now holds 90,226,930 shares in treasury and has 162,944,530 shares in issue excluding treasury stock, a figure that shareholders are advised to use as the denominator when calculating whether they must disclose changes in their holdings under FCA transparency rules.
The most recent analyst rating on (GB:MNKS) stock is a Buy with a £1715.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC has bought back 325,000 ordinary shares at 1,547.28p per share, with the repurchased stock to be held in treasury rather than cancelled. Following this buyback, the trust now holds 90,141,930 shares in treasury and has 163,029,530 shares in issue excluding treasury holdings, a figure shareholders are advised to use when calculating whether they must notify changes in their holdings under FCA disclosure and transparency rules, underscoring the ongoing impact of the company’s capital management activities on investor reporting obligations.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC has repurchased 25,000 of its own ordinary shares at 1,550.00p per share, with the shares to be held in treasury rather than cancelled. Following this transaction, Monks now holds 89,816,930 shares in treasury, leaving 163,354,530 shares in issue, a figure the company highlighted as the new denominator for investors assessing whether they must notify changes in their holdings under the FCA’s disclosure and transparency rules, underscoring the trust’s ongoing capital management activity and its implications for shareholder reporting obligations.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC, a UK-listed global equity investment trust managed by Baillie Gifford, provides investors with access to a diversified portfolio of growth-oriented companies worldwide through its ordinary shares traded on the London market. The company has bought back 200,000 of its ordinary shares at 1,537.05p each to be held in treasury, bringing its total treasury holdings to 89,791,930 shares and leaving 163,379,530 shares in issue. This transaction, classified as an acquisition of the issuer’s own shares, adjusts the denominator used by investors for calculating notifiable shareholdings under FCA transparency rules, and may marginally enhance net asset value per share for remaining shareholders by reducing the effective free float.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC has bought back 65,000 of its own ordinary shares at 1,517.59p each, with the repurchased stock to be held in treasury rather than cancelled. Following this transaction, the company holds 89,591,930 shares in treasury and has 163,579,530 shares in issue excluding treasury holdings, a figure shareholders are advised to use when calculating whether they must notify the market of changes in their ownership under FCA disclosure rules.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC reported that its issued share capital comprises 253,171,460 ordinary shares, of which 89,526,930 are held in treasury, leaving 163,644,530 shares in issue carrying voting rights as at 31 December 2025. This updated voting rights figure will serve as the reference denominator for shareholders and market participants when assessing disclosure obligations under the FCA’s transparency rules, ensuring accurate reporting of significant shareholdings and changes in investor positions.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC, a UK-based global equity investment trust, focuses on delivering long-term capital growth to shareholders through a diversified portfolio of international investments. The company has repurchased 200,000 ordinary shares at 1,499.00p each and will hold them in treasury, bringing total treasury shares to 89,526,930 and leaving 163,644,530 shares in issue. This buyback adjusts the company’s share capital structure and provides the updated share count that investors must use when assessing and reporting their holdings under the FCA’s Disclosure Guidance and Transparency Rules.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC, a UK-based global equity investment trust, has continued its active capital management by repurchasing 75,000 of its own ordinary shares at a price of 1,494.80p per share, to be held in treasury. Following this transaction, the company now holds 89,326,930 shares in treasury, leaving 163,844,530 shares in issue excluding treasury stock, a figure that shareholders are advised to use when calculating disclosure thresholds under the FCA’s transparency rules, underscoring the trust’s ongoing use of buybacks as a tool to manage its share base and potentially enhance shareholder value.
The most recent analyst rating on (GB:MNKS) stock is a Hold with a £1632.00 price target. To see the full list of analyst forecasts on Monks Investment Trust Shs GBP stock, see the GB:MNKS Stock Forecast page.
The Monks Investment Trust PLC has repurchased 310,000 of its ordinary shares at a price of 1,487.06p per share, with the shares to be held in treasury rather than cancelled. Following this transaction, the trust now holds 89,251,930 shares in treasury and has 163,919,530 shares in issue excluding treasury stock, a figure that shareholders are advised to use as the denominator for calculating whether they must disclose changes in their holdings under FCA transparency rules, underscoring the ongoing active management of the trust’s capital structure and regulatory obligations for investors.
Monks Investment Trust PLC has repurchased 35,000 of its ordinary shares at 1,478.00p per share, with the stock to be held in treasury rather than cancelled. Following this transaction, the company now holds 88,941,930 shares in treasury, leaving 164,229,530 shares in issue, a figure that shareholders are advised to use as the denominator for any regulatory notifications of shareholding under the UK’s Disclosure Guidance and Transparency Rules, clarifying the free float and aiding compliance with reporting obligations.
Monks Investment Trust PLC has repurchased 80,000 of its own ordinary shares at 1,476.48p per share, with the shares to be held in treasury rather than cancelled. Following this transaction, the trust now holds 88,906,930 shares in treasury and has 164,264,530 shares in issue excluding treasury stock, a figure shareholders are instructed to use as the denominator for calculating disclosure thresholds under the FCA’s transparency rules, potentially affecting how investors report changes in their holdings.
Monks Investment Trust PLC has repurchased 25,000 of its own ordinary shares at a price of 1,472.27p per share, with the stock to be held in treasury, as part of its capital management activities. Following this transaction, the company now holds 88,826,930 shares in treasury, leaving 164,344,530 shares in issue, a figure that will serve as the new reference denominator for shareholders assessing disclosure obligations under the FCA’s transparency rules.
Monks Investment Trust PLC has repurchased 100,000 of its ordinary shares at 1,472.00p per share, with the acquired stock to be held in treasury rather than cancelled. Following this transaction, the company holds 88,801,930 shares in treasury and has 164,369,530 shares in issue excluding treasury, a figure shareholders are advised to use when calculating whether they must notify the regulator of changes in their holdings under UK disclosure and transparency rules.
The Monks Investment Trust PLC, a UK-based global equity investment trust, continues to manage its capital structure actively as part of its broader strategy to deliver long-term returns to shareholders. The company has repurchased 250,000 ordinary shares at 1,461.20p per share, which will be held in treasury, bringing total treasury shares to 88,701,930 and leaving 164,469,530 shares in issue. This buyback refines the trust’s share capital and provides a new denominator for shareholders to assess and report changes in their holdings under FCA disclosure and transparency rules, potentially enhancing liquidity management and supporting the share price over time.
The Monks Investment Trust PLC, a UK-based global equity investment trust managed by Baillie Gifford, has published its interim financial report for the six months ended 31 October 2025. The company announced that the report has been submitted to the National Storage Mechanism and will shortly be available for public inspection via the Financial Conduct Authority’s online portal, ensuring regulatory compliance and transparency for investors and other stakeholders.
The Monks Investment Trust PLC has completed the purchase of 200,000 of its own ordinary shares at a price of 1,440.66p per share, which will be held in Treasury. This transaction adjusts the total number of shares in issuance, providing an updated denominator figure for shareholders to calculate their interests and disclosures in compliance with the FCA’s Transparency Rules.
Monks Investment Trust PLC announced the repurchase of 85,000 ordinary shares at a price of 1,453.65p, which will be held in Treasury. This transaction impacts the total shares in issue, reducing it to 164,919,530, which shareholders can use as a reference for regulatory notifications under the FCA’s rules.
Monks Investment Trust PLC has announced the purchase of 345,000 of its own ordinary shares at a price of 1,449.91p, which will be held in Treasury. This transaction affects the total number of shares in issue, which now stands at 165,004,530, and is relevant for shareholders in calculating their interest in the company under FCA rules.
Monks Investment Trust PLC has announced the purchase of 230,000 of its own ordinary shares at a price of 1,450.00p per share, which will be held in Treasury. This transaction affects the total number of shares in issue and provides shareholders with a new denominator for calculating their interest in the company, as per FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC announced the purchase of 280,000 of its own ordinary shares at a price of 1,453.93p, which will be held in Treasury. This transaction affects the total number of shares in issue, providing a new denominator for shareholders to calculate their interests under FCA rules, potentially impacting shareholder notifications and transparency.
The Monks Investment Trust PLC, a company involved in investment management, announced the purchase of 125,000 of its own ordinary shares at a price of 1,451.66p per share, which will be held in Treasury. This transaction affects the total number of shares in issue, now at 165,859,530, which shareholders can use as a reference for regulatory compliance under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC reported a strong performance for the six months ending October 31, 2025, with a net asset value total return of 29.2%, outperforming the FTSE World index. The company narrowed its share price discount to net asset value through increased buyback activity, purchasing approximately 19 million shares. The board is undergoing a transition with new directors and management changes, ensuring continuity in its investment strategy. The company remains optimistic about the potential of artificial intelligence and continues to focus on a diversified portfolio to drive long-term shareholder returns.
Monks Investment Trust PLC has announced the appointment of Ms Stacey Parrinder-Johnson as the new Senior Independent Director, effective from January 1, 2026. This leadership change is part of the company’s ongoing governance strategy, as Ms Belinda Richards, the current Senior Independent Director, plans to retire in September 2026. The appointment is expected to ensure continuity and stability in the company’s board operations, potentially impacting its strategic direction and stakeholder confidence positively.
The Monks Investment Trust PLC has announced its current capital structure, consisting of 253,171,460 ordinary shares, with 86,986,930 held in treasury, resulting in 166,184,530 voting rights as of November 30, 2025. This information is crucial for shareholders to determine their notification requirements under the FCA’s Disclosure Guidance and Transparency Rules, impacting how they manage their interests in the company.
Monks Investment Trust PLC announced the acquisition of 145,000 of its own ordinary shares at a price of 1,452.69p per share, which will be held in Treasury. This transaction affects the total number of shares available for trading and provides shareholders with a new figure for calculating their interests under regulatory guidelines.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, announced the purchase of 100,000 of its own ordinary shares at a price of 1,431.03p, which will be held in treasury. This transaction affects the total number of shares available for trading, which now stands at 166,329,530, and may influence shareholder calculations under FCA rules.
Monks Investment Trust PLC announced the purchase of 200,000 of its own ordinary shares at a price of 1,425.53p, which will be held in Treasury. This transaction affects the total number of shares in issue and provides shareholders with a new denominator for calculating their interests under FCA’s rules.
Monks Investment Trust PLC announced the purchase of 120,000 of its own ordinary shares at a price of 1,403.44p, which will be held in treasury. This transaction affects the number of shares in issue, now totaling 166,629,530, and provides a new denominator for shareholders to calculate their interests under FCA rules.
Monks Investment Trust PLC, a company involved in investment management, announced the purchase of 180,000 of its own ordinary shares at a price of 1,438.94p each, which will be held in Treasury. This transaction increases the total number of shares held in Treasury to 86,421,930, leaving 166,749,530 shares in issue. This figure is crucial for shareholders to determine their notification obligations under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC has announced the purchase of 200,000 of its own ordinary shares at a price of 1,426.94 pence per share, which will be held in Treasury. This transaction affects the total number of shares in issue, now standing at 166,929,530, and may influence shareholder calculations regarding their interests in the company under regulatory guidelines.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, announced the purchase of 25,000 of its own ordinary shares at a price of 1,418.00p, which will be held in Treasury. This transaction affects the total shares in issue, now at 167,129,530, which shareholders can use as a denominator for interest notifications under FCA rules.
Monks Investment Trust PLC has announced the purchase of 150,000 of its own ordinary shares at a price of 1,451.29p each, which will be held in Treasury. This transaction affects the total number of shares available for trading and may influence shareholder calculations under FCA rules, reflecting the company’s strategic approach to managing its share capital.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, announced the purchase of 70,000 of its own ordinary shares at a price of 1,458.52p, which will be held in Treasury. This transaction affects the total number of shares in issue, now standing at 167,304,530, and has implications for shareholders in terms of disclosure requirements under the FCA’s rules.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, announced the repurchase of 200,000 of its own Ordinary Shares at a price of 1,474.00p per share, which will be held in Treasury. This transaction affects the total number of shares available for trading, leaving 167,374,530 shares in circulation, which is relevant for shareholders in calculating their stake under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, announced the purchase of 50,000 of its own ordinary shares at a price of 1,490.00p, which will be held in Treasury. This transaction affects the total number of shares in issue, now standing at 167,574,530, and is relevant for shareholders calculating their interests under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC has announced the purchase of 175,000 of its own ordinary shares at a price of 1,465.12p per share, which will be held in Treasury. This transaction affects the number of shares available for shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules, potentially impacting shareholder notifications.
Monks Investment Trust PLC has announced the purchase of 200,000 of its own ordinary shares at a price of 1,495.38p, which will be held in treasury. This transaction affects the total number of shares in issue, now standing at 167,799,530, and may influence shareholder calculations regarding their interest in the company under regulatory guidelines.
Monks Investment Trust PLC announced the purchase of 100,000 of its own ordinary shares at a price of 1,519.80p, which will be held in Treasury. This transaction affects the total number of shares available for trading and may impact shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC announced the purchase of 400,000 of its own ordinary shares at a price of 1,526.68p, which will be held in Treasury. This transaction results in a total of 85,071,930 shares held in Treasury, with 168,099,530 shares remaining in issue. This move is part of the company’s strategy to manage its share capital effectively, potentially impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, has confirmed that all necessary inside information has been disclosed to a Regulated Information Service ahead of announcing their half-year results ending 31 October 2025. This announcement ensures transparency and compliance with regulatory requirements, maintaining the trust of stakeholders and aligning with market expectations.
The Monks Investment Trust PLC announced that as of October 31, 2025, its capital comprises 253,171,460 ordinary shares, with 84,671,930 held in treasury, resulting in 168,499,530 voting rights. This update is crucial for shareholders to determine their notification obligations under the FCA’s Disclosure Guidance and Transparency Rules, impacting how they manage their interests in the company.
Monks Investment Trust PLC has announced the repurchase of 267,000 of its own ordinary shares at a price of 1,536.47p each, which will be held in Treasury. This transaction impacts the total number of shares available in the market, which now stands at 168,499,530, and may affect shareholder calculations under the FCA’s rules.
Monks Investment Trust PLC announced the purchase of 170,000 of its own ordinary shares at a price of 1,540.32p per share, which will be held in Treasury. This transaction impacts the total number of shares in issue, leaving 168,766,530 shares available for shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, has announced the purchase of 190,000 of its own ordinary shares at a price of 1,534.83p each, which will be held in treasury. This transaction adjusts the total shares in issue to 169,086,530, a figure that shareholders can use to determine their interest in the company under FCA’s rules.
Monks Investment Trust PLC, managed by Baillie Gifford & Co Limited, announced the purchase of 140,000 of its own ordinary shares at a price of 1,519.98 pence per share, which will be held in treasury. This transaction affects the total number of shares in issue, with 169,276,530 shares remaining after accounting for those held in treasury, and it may influence shareholders’ calculations regarding their interests under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC announced the purchase of 280,000 of its own ordinary shares at a price of 1,500.00p per share, which will be held in Treasury. This transaction affects the total number of shares available for trading and may impact shareholder calculations regarding their interest in the company, as per the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC has announced the acquisition of 160,000 of its own ordinary shares at a price of 1,495.97p each, which will be held in Treasury. This transaction adjusts the total number of shares in issue, now standing at 169,696,530, which is significant for shareholders as it affects their calculations for notifying changes in their interest under FCA rules.
Monks Investment Trust PLC announced the purchase of 220,000 of its own ordinary shares at a price of 1,474.54p, which will be held in Treasury. This transaction impacts the total number of shares in issue, now standing at 169,856,530, and may influence shareholder calculations regarding their interest in the company under FCA rules.
Monks Investment Trust PLC announced the repurchase of 100,000 Ordinary Shares at a price of 1,492.00p, which will be held in Treasury. This transaction affects the total number of shares in issue, now standing at 170,076,530, and is relevant for shareholders under the FCA’s Disclosure Guidance and Transparency Rules.
Monks Investment Trust PLC has announced the purchase of 210,000 of its own ordinary shares at a price of 1,498.86p each, which will be held in Treasury. This transaction impacts the total number of shares in issue, which now stands at 170,176,530, a figure shareholders can use for regulatory calculations under the FCA’s rules.
Monks Investment Trust PLC announced a transaction involving the acquisition of 4,000 ordinary shares by Mr. David Ballance, a director of the company. The transaction, valued at 1488.912p per share, took place on the London Stock Exchange on 15 October 2025, reflecting the company’s ongoing efforts to strengthen its market position and align managerial interests with shareholder value.