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The Monks Investment Trust PLC

The Monks Investment Trust PLC

Sector: Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices Region: United Kingdom


Monks aims for long-term capital gain, principally from an internationally diversified equity portfolio. It is prepared to move freely between markets and adjust investment style as opportunities arise, but capital growth takes priority over income.

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Monks Investment Trust – September 2013

Before viewing any video interviews you should read the relevant risk warning page where you can find out more about the risks involved in investing in any of our funds.

• Read the investment trust risk warning page here. http://www.bailliegifford.com/individual-investor/fund-selector/monks-investment-trust.aspx?acc=3

You should also bear in mind that these video interviews:

• should not be considered as advice or a recommendation to buy, sell or hold a particular investment;
• contain information on investments which does not constitute independent investment research;
• are not subject to the protections afforded to independent research and Baillie Gifford and its staff may have dealt in the investments concerned.

Please also remember that investment markets and conditions can change rapidly and as such the views expressed should not be taken as statements of fact nor should reliance be placed on these views when making investment decisions.

The Trust invests in overseas securities and changes in the rates of exchange may also cause the value of your investment (and any income it may pay) to go down or up.

The Monks Investment Trust PLC video

Monks Investment Trust – September 2013

Executives

Gerald Smith, Trust Manager
Gerald graduated MA in Philosophy from St. Andrews University (including University of California, Berkeley in 1982/83) and B.Phil in Philosophy from Brasenose College, Oxford in 1986. He joined Baillie Gifford in 1987 and became a Partner in 1998. Gerald was head of the Emerging Markets Equity Team until the end of 2008, at which time he moved to the head of the Global Opportunities Team. Gerald is chairman of the Investment Advisory Group.
Tom Walsh , Deputy Trust Manager
Tom graduated LLB (Hons) in Law & Economics from the University of Edinburgh in 1999. He worked at Fidelity International, Merrill Lynch and Deloitte & Touche before joining Baillie Gifford in 2009 as an Investment Manager in the UK Equity Team.
JGD Ferguson, Chairman
James Ferguson was appointed a Director in 2002 and became Chairman in 2005. He is also Chairman of the Audit Committee. He is chairman of Value & Income Trust plc, The Scottish Oriental Smaller Companies Trust Plc, The North American Income Trust, Amati Global Investors Limited and Northern 3 VCT Plc. He is a director of The Independent Investment Trust PLC and Audax Properties PLC. He joined Stewart Ivory in 1970, becoming chairman and chief executive in 1989 and retiring in 2000. He is a former deputy chairman of the Association of Investment Companies.
CC Ferguson, Director
Carol Ferguson was appointed a Director in 2003. A qualified Chartered Accountant, she began her investment career with Ivory & Sime, an Edinburgh fund management group. Thereafter, she moved to Wood Mackenzie, stockbrokers, becoming a partner in 1984. Her most recent position was as Finance Director for Timney Fowler, a textiles company. She is a non-executive director and chairs the audit committees of BlackRock Greater Europe Investment Trust plc and Vernalis plc. She is a director of Invesco Asia Trust plc, Standard Life UK Smaller Companies Trust PLC, the Chartered Accountants Compensation Scheme and is a former chairman of the Association of Investment Companies.
EM Harley, Director
Edward Harley was appointed a Director in 2003. He joined Cazenove & Co in 1983, becoming a partner in 1994. He has considerable experience of overseas markets, having worked in New York and latterly with responsibility for the firm’s business in Latin America, S.E. Asia and Australia. He is currently a director at Cazenove Capital Management. He is involved with the charitable sector both as a trustee and as a member of investment committees. He has recently been appointed chairman of the Acceptance in Lieu Panel.
DCP McDougall, Director
Douglas McDougall was appointed a Director in 1999 and is the Senior Independent Director. He is chairman of The Scottish Investment Trust plc, The Independent Investment Trust PLC and The European Investment Trust plc. He is a director of Herald Investment Trust plc and Pacific Horizon Investment Trust PLC. From 1969 to 1999 he was a partner in Baillie Gifford & Co and from 1989 to 1999 was joint senior partner and chief investment officer. He is a former chairman of the Investment Management Regulatory Organisation, the Fund Managers’ Association and the Association of Investment Companies.
K Sternberg, Director
Karl Sternberg was appointed a Director on 1 July 2013. He worked for Morgan Grenfell Asset Management (owned by Deutsche Bank) from 1992 to 2005 in a variety of roles, ultimately as the chief investment officer of Deutsche Asset Management Limited. He left that role to establish Oxford Investment Partners, an investment management company for a group of Oxford colleges, where he was chief executive officer until earlier this year. He is chairman of JPMorgan Income & Growth Investment Trust PLC and is a director of Island House Investments LLP, Lowland Investment Company PLC and Resolution Limited.

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