# Monks Investment Trust PLC (MNKS)

**Source:** https://fundology.uk/fund/mnks · ISIN GB0030517261 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 01/10/2026, MNKS (Monks Investment Trust PLC, ISIN GB0030517261) closed at £16.36 on the London Stock Exchange. Over the five years to 01/10/2026 its price changed by +19.4% (income paid out is not included), or −5.6% after UK CPIH inflation.

## Summary

Monks Investment Trust PLC is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£16.36** (01/10/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | MNKS |
| ISIN | GB0030517261 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 01/10/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +8.78% | +5.82% | price only |
| 3 years | +75.16% | +59.04% | price only |
| 5 years | +19.42% | -5.57% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Monks Investment Trust PLC in pounds (price only, income paid out not included): 2022 −31.1%, 2023 +12.3%, 2024 +18.1%, 2025 +17.9%; 2026 to 01/10/2026 +10.7%. Returns of Monks Investment Trust PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +12.9%; to 30/09/2025: +23.0%; to 30/09/2024: +25.5%; to 30/09/2023: −2.9%; to 30/09/2022: −32.4%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -31.1% | -37.0% | Price |
| 2023 | +12.3% | +7.8% | Price |
| 2024 | +18.1% | +14.1% | Price |
| 2025 | +17.9% | +13.8% | Price |
| 2026 to 01/10/2026 | +10.7% | +7.6% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 15.11% | -11.20% |
| 3 years | 16.11% | -19.23% |
| 5 years | 18.66% | -38.40% |

## Largest fall

Volatility of Monks Investment Trust PLC in pounds, annualised from weekly returns to 01/10/2026: 15.1% over 1 year, 16.1% over 3 years, 18.7% over 5 years. Largest fall in the price of Monks Investment Trust PLC since October 2021, in pounds: −38.4% from 05/11/2021 to 27/10/2023. The lowest 12-month return of Monks Investment Trust PLC in pounds (price only, income paid out not included) since January 2021 was −33.0% (12 months to 04/11/2022); the highest was +42.4% (12 months to 17/04/2026). On 01/10/2026 the price of Monks Investment Trust PLC was 1.2% below its highest weekly close since October 2021 (19/06/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

## Questions people ask

**What is the ISIN of MNKS?**

The ISIN of MNKS is GB0030517261. An ISIN identifies one exact share class of a fund; MNKS is its ticker on the London Stock Exchange.

**What were MNKS’s returns in each of the last five years?**

Calendar-year returns of MNKS in pounds (price only, income paid out not included): 2022 −31.1%, 2023 +12.3%, 2024 +18.1%, 2025 +17.9%; 2026 to 01/10/2026 +10.7%. Past performance is not a guide to future returns.

**How has MNKS done after inflation?**

Over the five years to 01/10/2026 MNKS’s price changed by +19.4% (income paid out is not included), or −5.6% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.