Overview Performance Portfolio ESG Dividends Charges Gearing Research Announcements Management Documents Invest

Data as at: 16/04/2026

Fund manager benchmark
FTSE World TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Monks Investment Trust Share price total return 37.1 57.1 8.5 260.4
Global AIC sector Share price total return 41.6 75.2 27.4 297.3
Monks Investment Trust NAV total return 36.1 49.5 20.7 239.8
Global AIC sector NAV total return 33.8 55.1 26.1 272.7
Morningstar Developed Markets * Total return 32.0 55.1 66.8 229.8
Return type 1 year 3 years 5 years 10 years
Monks Investment Trust Share price total return 13,710 15,710 10,850 36,040
Global AIC sector Share price total return 14,160 17,520 12,740 39,730
Morningstar Developed Markets * Total return 13,200 15,510 16,680 32,980
Scroll

Discrete annual performance (%) Discrete annual performance (£)

Return type 16/04/21 - 22 16/04/22 - 23 16/04/23 - 24 16/04/24 - 25 16/04/25 - 26
Monks Investment Trust Share price total return -24.4 -8.8 15.4 -1.4 37.1
Monks Investment Trust NAV total return -16.4 -5.2 17.2 -6.6 36.1
Morningstar Developed Markets * Total return 6.2 1.3 18.5 -0.3 32.0
Return type 16/04/21 - 22 16/04/22 - 23 16/04/23 - 24 16/04/24 - 25 16/04/25 - 26
Monks Investment Trust Share price total return 7,560 9,120 11,540 9,860 13,710
Morningstar Developed Markets * Total return 10,620 10,130 11,850 9,970 13,200
Scroll

Interactive chart

You can customise this chart in different ways. Select your preferred time period (the default is five years), use the dropdown filters to the right to show actual share prices and NAVs, or click the tick boxes to quickly add sector averages or a comparative index (where available). To add another company try our full interactive chart.

Loading

Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.