Monks Investment Trust PLC · LSE:MNKS

Monks Investment Trust — Pacific Horizon Investment Trust — Fact Sheet (May 2025)

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

  1. Slide 1: Portfolio industry breakdown

    7 6 1 5 4 2 3 Semiconductors & Semiconductor Equipment Interactive Media & Services Real Estate Management & Development Metals & Mining Hotels, Restaurants & Leisure Technology Hardware, Storage & Peripherals Broadline Retail Industrial Conglomerates Banks Entertainment Insurance Household Durables

  2. Slide 2: Additional Trust Information

    Additional Trust Information Full product details, including a Key Information Document, the possible effect of charges on an investment, are available on request, please see below for contact details. In this document all references to NAV and NAV performance are calculated with borrowings deducted

  3. Slide 3: Ratings – As at 31 May 2025

    Ratings – As at 31 May 2025 Overall Morningstar Rating ™ This Fund is rated by © Morningstar, for more information, please go to morningstar.co.uk. Baillie Gifford & Co Limited Ref: 164308 Calton Square, 1 Greenside Row, Edinburgh EH1 3AN Telephone 0800 917 2113 bailliegifford.com Copyright © Bailli

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