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The Monks Investment Trust (Baillie Gifford) Letters & Research Archive

7 pieces · 2025–2026 · updated every Monday

2026

09-08Baillie Gifford Monks Investment Trust FactsheetThis is Baillie Gifford's Monks Investment Trust monthly factsheet. Over the past year, its share price rose 15.4%, lagging the global stock market (FTSE World Index up 24.2%). The fund doesn't give a near-term market view but sticks to a patient, long-term strategy holding about 100+ global growth stocks for ~5 years. Top holdings include TSMC (world's largest chipmaker, 5.6% of portfolio), NVIDIA (AI chip leader, 4.8%), and ByteDance (TikTok pa…→08-12Baillie Gifford Monks Investment Trust FactsheetThis factsheet covers Baillie Gifford's Monks investment trust, a global growth-stock fund. Its returns over one, three, five and ten years have all lagged the world stock index. The managers don't give a clear market view, just say they hold stocks patiently for about five years. Top holdings include TSMC (largest, 5.8% of assets), NVIDIA (4.5%), and ByteDance (1.6%, an unlisted company; combined with another unlisted-stock fund the exposure is…→07-17The Monks Investment Trust - Quoted Data Annual Overview - Individual - July 2026This covers Monks, a global growth stock fund from Baillie Gifford. Over the year to June 2026, its net asset value (the value of its investments) rose 19.4%, trailing a global index that gained 28.4%. The managers say the world is too uncertain to bet on one winner. So they trimmed some hot AI hardware stocks and shifted money toward electricity, infrastructure, resources, banks, and a few companies whose shares were punished by AI fears but mig…→07-09Baillie Gifford Monks Investment Trust FactsheetMonks is a global stock fund that aims for long-term growth by buying fast-growing companies and holding them for about five years. In the year to June it rose about 20%, but the global index rose 30%. Over the past ten years, Monks beat the index. Its top holdings include TSMC, Nvidia, and Alphabet, and it also owns private companies like SpaceX. The fund borrows money to invest, which can increase gains but also make losses worse. It suits pati…→07-01Monks Investment Trust Annual Report - including the Notice of AGM - April 2026This report is about a global stock fund that trades at a discount, meaning you can buy shares in it for less than its underlying portfolio is worth. Last year, its share price rose 35.6%, beating the market. It kept positions in growth companies like chipmakers, added defensive businesses, and bought back lots of shares—using company money to repurchase stock, which makes each remaining share more valuable. It also borrowed very little. The take…→07-01Monks Valuation - 31 May 2026This is a list of what one investment fund owned at the end of May 2026. Its biggest holdings include TSMC (a company that makes chips for others), Nvidia (known for AI chips), and Google's parent company. It also owns stakes in private companies like ByteDance (owner of TikTok) and SpaceX (Elon Musk's rocket firm). For ordinary investors, this shows where professional money is going and can offer ideas. But remember: it's a snapshot, not advice,…→

2025

12-18Monks Investment Trust Interim Financial Report - October 2025Monks Investment Trust is a British fund that picks growing companies worldwide. Its half-year report shows assets rose 29.2% in the six months to October 2025, beating the global index’s 24.2%. Two things matter for ordinary investors. First, amid the AI boom the fund did not just chase hot names: it bought chipmaker TSMC as a "pick-and-shovel" play and kept a range of industries. Second, it bought back about £268m of its own shares, narrowing t…→