Company search
Financial advisers give their ISA recommendations for young, middle-aged and retired investors
The AIC asked independent financial advisers and wealth managers for their favourite trusts for specific age groups.
Overview
Performance
Portfolio
ESG
Dividends
Charges
Gearing
Research
Announcements
Management
Documents
Invest
Related articles
The 50 investment trusts that would have made you an ISA millionaire
Allianz Technology Trust is top performer with a return of nearly £3 million.
Top 20 best performing investment trusts for your ISA
Saba-targeted trusts The European Smaller Companies Trust and Herald in top 20.
Related videos
Monks Investment Trust webinar
Monks’ co-manager Helen Xiong explains how the trust is balancing different growth profiles and identifying long-term opportunities across AI and global markets. Capital at risk.
Monks Investment Trust: Manager Insights
Monks’ manager Spencer Adair discusses the Trust’s performance in 2025 and outlines repositioning away from discretionary spenders toward resilient domestic consumption. Capital at risk.
Monks Q2 investment update
Investment Specialist Jon Henry reflects on recent performance, portfolio changes and market developments. Capital at risk.
Monks Investment Trust: growth beyond the obvious
Spencer Adair explains how Monks is embracing the potentially open-ended growth opportunities offered by AI and planting the seeds of long-term growth by looking where others aren't.
Related industry news
Morning briefing: Monks back to health as broad spread of stocks drive returns, plus; RTW, UEM, LTI, LMP, HAN, GPM, SEED, NBDX
As one of the co-managers, Spencer Adair, approaches his retirement next March, Monks Investment Trust’s (MNKS) interims to end October 2025 show it o...
Trust buybacks break record high in October
Buybacks surpassed their 2024 high last month, with Scottish Mortgage once again leading the charge.
Tech titans power Manchester & London’s Sheppard to AAA rating
Mark Sheppard has achieved his first Citywire AAA rating after his heavy backing of Nvidia and Microsoft helped catapult MNL to the top of its sector leaderboard.
Stifel: Tech downturn could trigger ‘dramatic’ shift in big global trusts
JPMorgan Global Growth & Income is most exposed should US markets turn, with Brunner, Monks and Bankers close on its heels.
Investment company news brought to you by Citywire Financial Publishers Limited
and QuotedData by Marten & Co.
Data provided by Morningstar.
Company documents provided by FE fundinfo.
