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Data as at: 10/08/2026

Fund manager benchmark
FTSE World TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Monks Share price total return 18.0 65.1 15.2 237.8
Global AIC sector Share price total return 22.4 76.8 22.1 260.0
Monks NAV total return 14.5 52.2 22.2 215.0
Global AIC sector NAV total return 20.8 63.6 26.5 258.4
Morningstar Developed Markets * Total return 22.3 63.1 74.2 216.7
Return type 1 year 3 years 5 years 10 years
Monks Share price total return 11,800 16,510 11,520 33,780
Global AIC sector Share price total return 12,240 17,680 12,210 36,000
Morningstar Developed Markets * Total return 12,230 16,310 17,420 31,670
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Discrete annual performance (%) Discrete annual performance (£)

Return type 10/08/21 - 22 10/08/22 - 23 10/08/23 - 24 10/08/24 - 25 10/08/25 - 26
Monks Share price total return -25.9 -6.1 14.9 20.6 18.0
Monks NAV total return -19.6 -2.4 13.3 17.3 14.5
Morningstar Developed Markets * Total return 2.8 3.8 16.5 14.8 22.3
Return type 10/08/21 - 22 10/08/22 - 23 10/08/23 - 24 10/08/24 - 25 10/08/25 - 26
Monks Share price total return 7,410 9,390 11,490 12,060 11,800
Morningstar Developed Markets * Total return 10,280 10,380 11,650 11,480 12,230
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