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Equity
Monks Investment Trust PLC(MNKS)
GBX --+0.00%
Reward40Moderate
Risk62Medium-High
📊75%Data
Strong 95% profit margin · Revenue growing 315% YoY
MNKS
+0.0 · +0.00%
GBX · LSE
Monks Investment Trust PLC | Financial Services
Structurally Challenged
Market Cap:2.35Bn
ℹ️
Reward Rating
40
Moderate
Bottom 10% (model universe)
75% data coverage
ℹ️
Risk Rating
62
Medium-High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on MNKS to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Monks Investment Trust PLC?

The Monks Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.

MNKS · Verdict

Moderate reward · elevated risk

MNKS stands out on profitability and volatility, but watch the cash flow signal.

Based on 88% data coverage

MNKS · Verdict

What’s working & what to watch

Strengths 2

  • Profitability74/100

    18% return on equity

  • Volatility65/100

    Above average

Watchouts 4

  • Cash flow15/100

    Weak vs peers

  • Growth16/100

    Earnings -70.0% CAGR

  • Balance sheet31/100

    Current ratio 4.52

  • Valuation41/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Monks Investment Trust PLC?

The Monks Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. It is co-managed by Baillie Gifford & Co. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 2.35B, and a P/E ratio of 5.2x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Discount reflects uncertainty around future performance.

OpenBook Logo Analysis

Reward: Moderate (40)

The scoring profile indicates limited reward potential at this time, with profitability and momentum offering the most support. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap2.35B
P/E Ratio5.204
Dividend Yield0.03%
52 Week High1560
52 Week Low983.6688
Last AnnualApril
IPO DateN/A
IncorporatedUK
Shares Outstanding161M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.632
CurrencyGBX · Reports in GBP
Websitewww.bailliegifford.com/en/uk/individual-in
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