Monks Investment Trust — Fact Sheet (June 2025)

3 slides from Monks Investment Trust's fact sheet, June 2025

Slide 1: Geography and Sector
Geography 1 United Kingdom 3.7% 1 2 Europe 12.4% 6 2 3 North America 61.7% 4 Japan 4.4% 4 5 Developed Asia 2.0% 6 Emerging Markets 13.5% 7 Net Liquid Assets 2.4% 3 Sector 1 Technology 37.8% 2 Industrials 17.8% 5 3 Consumer Discretionary 17.7% 4 Financials 11.0% 1 4 5 Health Care 7.1% 6 Real Estate 1
Slide 2: Additional Trust Information
Additional Trust Information Contact Us Risk Warnings — — — — — — — — — — Further Information Legal Notices Target Market
Slide 3: Ratings – As at 30 June 2025
Ratings – As at 30 June 2025 Morningstar Medalist Rating™ Analyst-Driven % 100 Morningstar Medalist Data Coverage % Rating™ as at 30 June 100 2025 Overall Morningstar Rating ™ This Fund is rated by © Morningstar, for more information, please go to morningstar.co.uk. © 2025 Morningstar, Inc. All righ