The Monks Investment Trust PLC - ROE
MNKIF
Price:
$18.55
Market Cap:
$2.43B
The Monks Investment Trust PLC is a closed-end investment company specializing in equities, under the management of Baillie Gifford & Co Ltd. This trust primarily allocates capital to public stock markets on a global scale. Its investment strategy focuses on growth companies that demonstrate above-average earnings expansion, operating across a broad spectrum of sectors and various market capitalizations. To assess its performance, the fund's portfolio is benchmarked against the FTSE World Index. The Monks Investment Trust PLC was established in 1929 and is domiciled in the United Kingdom.
Industry
Asset Management
IPO Date
2023-05-30
Stock Exchange
OTC
Ticker
MNKIF
The ROE as of July 2026 (TTM) for The Monks Investment Trust PLC (MNKIF) is 24.22%
According to The Monks Investment Trust PLC’s latest financial reports and current stock price. The company's current ROE is 24.22%. This represents a change of 342.63% compared to the average of 5.47% of the last 4 quarters.
The Monks Investment Trust PLC (MNKIF) Historical ROE (quarterly & annually)
How has MNKIF ROE performed in the past?
The mean historical ROE of The Monks Investment Trust PLC over the last ten years is 10.06%. The current 24.22% ROE has changed 140.81% with respect to the historical average. Over the past ten years (40 quarters), MNKIF's ROE was at its highest in in the October 2025 quarter at 24.05%. The ROE was at its lowest in in the April 2009 quarter at -24.75%.
Average
10.06%
Median
11.94%
Minimum
-25.14%
Maximum
33.65%
The Monks Investment Trust PLC (MNKIF) ROE by Quarter and Year
Discovering the peaks and valleys of The Monks Investment Trust PLC ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 1.03%
Maximum Annual ROE = 33.65%
Minimum Annual Increase = -7014.84%
Minimum Annual ROE = -25.14%
| Year | ROE | Change |
|---|---|---|
| 2026 | 25.10% | -3573.43% |
| 2025 | -0.72% | -104.83% |
| 2024 | 14.97% | -639.00% |
| 2023 | -2.78% | -88.95% |
| 2022 | -25.14% | -174.70% |
| 2021 | 33.65% | 1.03% |
| 2020 | 2.97% | -71.96% |
| 2019 | 10.59% | -20.32% |
| 2018 | 13.29% | -53.64% |
| 2017 | 28.66% | -7014.84% |
The Monks Investment Trust PLC (MNKIF) Average ROE
How has MNKIF ROE performed in the past?
The current ROE of The Monks Investment Trust PLC (MNKIF) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
13.11%
5-year avg
2.29%
10-year avg
10.06%
The Monks Investment Trust PLC (MNKIF) ROE vs. Peers
How is MNKIF’s ROE compared to its peers?
The Monks Investment Trust PLC’s ROE is less than BB Biotech AG (49.95%), less than Templeton Emerging Markets Investment Trust plc (31.30%), less than Baillie Gifford US Growth Trust PLC (7.17%), less than The City of London Investment Trust plc (22.92%), less than The Edinburgh Investment Trust plc (7.03%), less than Witan Investment Trust plc (11.70%), less than AVI Global Trust plc (4.87%), less than BlackRock World Mining Trust plc (52.74%), less than The European Smaller Companies Trust PLC (29.01%), greater than Henderson European Trust Plc (0%),
| Company | ROE | Market cap |
|---|---|---|
| 49.95% | $4.22B | |
| 31.30% | $3.75B | |
| 7.17% | $1.73B | |
| 22.92% | $3.90B | |
| 7.03% | $1.36B | |
| 11.70% | $1.80B | |
| 4.87% | $1.29B | |
| 52.74% | $1.31B | |
| 29.01% | $930.12M | |
| 0% | $1.63B |
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