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Monks Ord (MNKS.L)

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The Monks Investment Trust is a pool of money managed by experts who invest in a wide range of global companies to help grow your capital over the long term.

£15.78

Is Monks Ord a good stock for a UK beginner?

The honest version: The Monks Investment Trust is a pool of money managed by experts who invest in a wide range of global companies to help grow your capital over the long term.

No rating · no target price · nothing for sale here
Price+34.0%
52-week range+20% past year
£15.78
Low £13.22High £16.76
Where today's price sits versus its past year - context, not a signal.
If you had put £1,000 into Monks Ord
£1,340+34%

Over about 2 years to 2026-07-31. This is the share price only; any dividends would add to it. Past performance is not a guide to the future, and it could just as easily have fallen.

Market cap: The company's total value on the stock market - share price times the number of shares. Big = 'large-cap', small = 'small-cap'.
£2.42B
Avg volume: How many shares change hands on a typical day. Higher means it's easy to buy or exit without moving the price.
379.13K
Day range: The lowest and highest price the shares traded at during the latest day.
£15.76 – £16.02
52-week range: The lowest and highest the shares have traded over the past year - a sense of how wide the swings have been.
£13.22 – £16.76
P/E ratio: Price-to-earnings: the share price divided by yearly profit per share. Lower can mean cheaper; higher often means investors expect fast growth.
4.3
Dividend yield: The yearly dividend as a percentage of the share price - roughly the income you'd earn from dividends alone.
0.0%
Why has it been moving?▼ -1% past week · ▲ +20% past year

Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.

The bull case

A sustained period of global economic prosperity boosts the value of the portfolio.

The bear case

A prolonged global recession leads to a significant drop in the value of the companies held.

What does Monks Ord do?

Think of this trust as a professionally managed basket of shares from all over the world, rather than just one company. The approach is to pick businesses they believe will grow, with a fee charged for managing this portfolio. How their chosen companies perform across different global markets is what ultimately sets the value of your investment.

VQGMI
Factor profile

On our factor screen it looks strongest on value and momentum, and weakest on income.

Value: How cheap the stock looks versus profits, sales and assets (higher = cheaper). 87Quality: How profitable and financially healthy the company is (higher = stronger). —Growth: How fast revenue and earnings are growing (higher = faster). —Momentum: How the share price has been trending recently (higher = stronger recent run). 45Income: The dividend income on offer and how sustainable it looks (higher = more/steadier). 10
Quick checks
What's strong
  • Value screens high (87/100)
  • Provides instant diversification across many global companies
  • Managed by professional investors with a specific strategy
  • Historically lower volatility compared to the broader market
What to watch
  • Income screens low (10/100)
  • Global economic downturns can cause the value of all holdings to fall at once
  • Currency risks as the trust invests in companies outside the UK
  • The trust's share price may trade at a discount or premium to the actual value of its assets

What do Monks Ord's numbers mean?

P/E
4.4
This shows how much you are paying for every pound of profit the trust makes, though for investment trusts, this can be less useful than looking at the value of the assets they hold.
Return on equity
26.1%
This measures how efficiently the trust uses the money invested in it to generate more profit.
Beta
0.7
This suggests the trust has historically been less jumpy than the wider stock market, moving about 70% as much as the market average.
Dividend yield
0.1%
This is the small amount of cash paid out to shareholders each year, showing the trust focuses more on growing the share price than paying out regular income.

Does Monks Ord pay a dividend?

No - Monks Ord doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.

More in Unknown

Fiserv, Inc.Polar Capital Technology TrustF&C Investment Trust OrdTritax Big Box OrdAlliance Witan OrdCity of London OrdGresham House Energy Storage OrdMercantile Ord

What are the scenarios for Monks Ord?

An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.

£18£16£14today · £16▲ Bull · £17• Base · £16▼ Bear · £15in 1 yearILLUSTRATIVE · NOT A PREDICTION OR PRICE TARGET
Bull
+5% to +10%Global stock markets perform strongly over the next few months.
Base
-2% to +2%Markets remain steady with no major economic surprises.
Bear
-5% to -10%A sudden downturn in global trade affects the companies held in the portfolio.

What are the pros and cons of Monks Ord?

3bull points
6bear points

How many points the write-up makes each way — a balance check, not a score or verdict.

The bull case3
  • Provides instant diversification across many global companies
  • Managed by professional investors with a specific strategy
  • Historically lower volatility compared to the broader market
The catch3
  • Very low dividend yield means it is not suitable for income seekers
  • Management fees can eat into total returns over time
  • Performance is entirely dependent on the skill of the fund managers
Key risks3
  • Global economic downturns can cause the value of all holdings to fall at once
  • Currency risks as the trust invests in companies outside the UK
  • The trust's share price may trade at a discount or premium to the actual value of its assets
What would flip the thesis

The write-up's own warning lights — if these start happening, the case above changes.

Confidence: medium · data: GBP · flags: forward_pe, ps, gross_margin, net_margin, roe, revenue_growth, earnings_growth · Charts by TradingView Lightweight Charts™
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Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →

This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.

Figures as of 2026-08-01. Prices may be delayed and numbers can go stale - always double-check before acting.