Monks Investment Trust - Deep Dive

An in-depth looks at Monks, an almost century-old trust that has not only survived but repeatedly reinvented itself.  This report looks at its history, mandate, philosophy and benchmark, management, portfolio construction, performance and risk, governance and capital structure, peer group and differentiation, and catalysts and outlook.  The second half of the report then collates everything the Investment Trust Newsletter has written about Monks since 2017 - all in one must-read document.  17pp A4 format, PDF, published by The McHattie Group, August 2025.