MONKS INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE)
ActiveKey figures
† MONKS INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE) filed these accounts on paper, so Companies House publishes them only as a scanned image. The figures for the years marked † were read automatically from the scan and kept only where the statements add up (for example net assets equal total equity), but a reading error is still possible — check the original accounts at Companies House.
Like most small UK companies, MONKS INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE) does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2025/26Sector comparison
SIC 64301Where the company stands among the 2,263 active companies whose first SIC code is 64301 (Activities of investment trusts).
- SCOTTISH MORTGAGE INVESTMENT TRUST PLC£13.8bn
- POLAR CAPITAL TECHNOLOGY TRUST PLC£7.3bn
- ALLIANCE WITAN PLC£5.1bn
- HICL INFRASTRUCTURE PLC£3bn
- CALEDONIA INVESTMENTS PLC£3bn
- MPI (LONDON) LIMITED£3bn
- TEMPLETON EMERGING MARKETS INVESTMENT TRUST PUBLIC LIMITED COMPANY£2.5bn
- MONKS INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE)£2.5bn
- THE CITY OF LONDON INVESTMENT TRUST PLC£2.3bn
- FIDELITY EUROPEAN TRUST PLC£2.2bn
Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 2,263. The line on each bar marks the median.
Summary: MONKS INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE)
What kind of company is it?
MONKS INVESTMENT TRUST PUBLIC LIMITED COMPANY(THE) is a public limited company registered with Companies House under company number 00236964. It was incorporated on 6 Feb 1929. Its status is active. The registered office is in London (EC3A). Its nature of business (SIC 2007) is activities of investment trusts (64301).
How is the company doing financially?
The latest accounts in the database are for 2025/26 (period ending 30 Apr 2026); the company files full accounts. Net assets were £2,517,141,000, up 8.5% on the previous year. Cash at bank and in hand was £18,421,000. Figures are available for 2 financial years (2024/25–2025/26).
How does it compare with similar companies?
Compared with 2,263 active companies whose first SIC code is 64301: By net assets it ranks higher than 99% of them (median £103,651). By total assets it ranks higher than 99% of them (median £485,890). By cash it ranks higher than 96% of them (median £59,959). It is older than 99% of them (median age 5.1 years).
When are its next filings due?
The next accounts are due by 31 Oct 2027. The next confirmation statement is due by 7 Aug 2027.
Filed accounts2024/25–2025/26
| 2024/25 † | 2025/26 † | |
|---|---|---|
| Cash at bank and in hand | 21,606,000 | 18,421,000 |
| Total assets | 2,553,994,000 | 2,756,509,000 |
| Total liabilities | — | — |
| Net assets / total equity | 2,318,906,000 | 2,517,141,000 |
A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.
History
3 events- Financial year 2025/26 endedAccounts: net assets £2.5bn
- Financial year 2024/25 endedAccounts: net assets £2.3bn
- Company incorporatedPublic limited company
Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current persons with significant control, and the end of each financial year with figures in the database. Former persons with significant control are not listed.