The Monks Investment Trust

MNKS.L

Asset Management · Financial Services

Price

1592.00 GBp

-28.00 (-1.73%)

Market Cap

2.45B GBp

Exchange

London Stock Exchange

Winston Score

Winston is serious

Mixed quality — meaningful strengths and weaknesses.

Share count falling — buybacks

−27.1% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 235.3M (2022) → 171.4M (2026)

Monks Investment Trust is a UK-based investment trust that pools money from investors and uses it to buy shares in companies around the world. It is managed by Baillie Gifford, a well-known Scottish investment firm, and trades on the London Stock Exchange. The trust focuses on finding companies with strong long-term growth potential, spanning many industries and regions globally.

The trust makes money by charging a small annual management fee based on the total value of assets it holds, which explains its very high margins. It invests across North America, Europe, Asia, and emerging markets, giving shareholders broad global exposure through a single listed vehicle. Its main competitive advantage is Baillie Gifford's long-term, growth-oriented investment philosophy, but the key risk is that the trust's performance is heavily tied to global equity markets — if growth stocks fall out of favour, as happened in 2022, the trust's net asset value can drop sharply.

Winston Score History

Score breakdown

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Quality

Gross Margin

156.5%

Premium pricing power — 156.5% gross margin

Operating Margin

168.3%

Excellent — 168.3% operating margin

ROCE

-0.5%

Weak — -0.5% return on capital

Negative ROIC means the business is losing money on every dollar invested in it.

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Growth

Sales YoY

N/A

Data not available

EPS YoY

+187.1%

Earnings growing fast (187.1% YoY)

Earnings growing 25%+ a year. The compounder zone.

EPS Consistency

4/8 quarters

Earnings inconsistent quarter-to-quarter

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Cash Flow

Cash Conversion

Weak — only 1% of profit becomes cash

FCF Margin

-0.3%

Burning cash (-0.3%)

Free cash flow is negative. They are burning cash, not generating it.

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Stability

Debt / Equity

0.09

Conservative — low debt load (0.09)

Interest Cover

58.75x

Comfortably covers interest (58.8x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

P/E Ratio (TTM)

326.2x

Expensive — P/E 326.2

P/E over 35. The market is pricing in heavy, sustained growth.

P/E vs Forward

N/A

not available

Data not available

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Dividends

Dividend Yield

0.03%

Small dividend — 0.03% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend Growth

-23.6%

Dividend cut (-23.6% YoY) — warning sign

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