THE MONKS INVESTMENT TRUST We look to the future. To meet your aspirations. Our annual research agenda outlines key themes we intend to focus our attention on over the year ahead. We use it as our guide to hunt for unrecognised growth opportunities. We believe looking forward rather than backwards helps us find those companies that will shape the future. And we believe it’s a better way to deliver returns you can look forward to. Over the last five years the Monks Investment Trust has delivered a total return of 144.8% compared to 85.6% for the index*. Standardised past performance to 31 December* MONKS INVESTMENT TRUST FTSE WORLD INDEX 2017 35.0% 13.3% 2018 -4.8% -3.1% 2019 32.3% 22.8% 2020 42.1% 12.7% 2021 1.2% 22.1% Past performance is not a guide to future returns. Please remember that changing stock market conditions and currency exchange rates will affect the value of the investment in the fund and any income from it. Investors may not get back the amount invested. Find out more at monksinvestmenttrust.co.uk A Key Information Document is available. Call 0800 917 2112. Actual Investors *Source: Morningstar, share price, total return in sterling as at 31.12.21. Index data source: FTSE Russell, full information can be found at bailliegifford.com/en/uk/legal . Your call may be recorded for training or monitoring purposes. Issued and approved by Baillie Gifford & Co Limited, whose registered address is at Calton Square, 1 Greenside Row, Edinburgh, EH1 3AN, United Kingdom. Baillie Gifford & Co Limited is the authorised Alternative Investment Fund Manager and Company Secretary of the Trust. Baillie Gifford & Co Limited is authorised and regulated by the Financial Conduct Authority (FCA). The investment trusts managed by Baillie Gifford & Co Limited are listed UK companies and are not authorised and regulated by the Financial Conduct Authority.
Portfolio Adviser Portfolio Adviser Magazine February 2022: Page 2
