Better Health for All

Monks Investment Trust PLC, as an investment trust, primarily impacts 'Better Health for All' through its capital allocation rather than direct operations. As of April 30, 2024, healthcare investments comprised 11.8% of Monks' total assets.

These investments include companies such as Elevance Health, Novo Nordisk, Alnylam Pharmaceuticals, and Illumina, which focus on areas like health insurance, diabetes and obesity solutions, gene-targeted therapies, and gene sequencing technology. The company's direct operations do not involve developing health products, providing healthcare services, or managing health data, rendering most other health-related KPIs not applicable.

Fair Money & Economic Opportunity

Monks Investment Trust PLC is an investment trust focused on achieving long-term capital growth by investing in global equities. Its core business model involves investing in other companies rather than directly providing financial services such as lending, deposit accounts, or consumer credit products to individuals. As such, all KPIs under the 'Fair Money & Economic Opportunity' value, which assess direct engagement in consumer financial services, pricing, fees, and inclusion initiatives, are not applicable to Monks' direct operations. While the trust holds positions in digital payment companies like Block and MercadoLibre, which provide financial services to underserved populations, these are portfolio companies, and their activities do not directly reflect Monks' own operational performance against these metrics.

The trust does integrate ESG considerations into its investment decisions and engages with portfolio companies on issues like carbon emissions and governance, but this does not directly pertain to the specific metrics of fair money and economic opportunity.

Fair Pay & Worker Respect

Baillie Gifford & Co, the manager of Monks Investment Trust PLC, reported a median hourly gender pay gap of 11.7% for 2025 (including partners).

This indicates that women earn 88.3% of men's median hourly pay. The ethnicity pay gap for Baillie Gifford & Co remains marginal, in the range of -5% to +5%. No specific quantitative data is available for living wage coverage, CEO-to-median pay ratio, collective bargaining share, safety incident rate, worker engagement score, turnover rate, labor violation incidents, insecure contract share, or health insurance coverage for Monks Investment Trust PLC or its manager.

Fair Trade & Ethical Sourcing

Monks Investment Trust PLC, as an investment trust, does not directly procure or trade physical commodities, nor does it have a traditional multi-tier supply chain for goods. Therefore, KPIs such as fair-trade certification share, supplier audit frequency for sourcing, supply chain traceability, remediation speed for sourcing violations, spend on high-risk materials, and supplier diversity spend are not applicable to its direct operations. Regarding forced or child labour, the company's Alternative Investment Fund Manager, Baillie Gifford, reported zero substantiated forced or child labour incidents in the last three years.

Baillie Gifford maintains a zero-tolerance approach to modern slavery and conducts proactive risk assessments for 100% of its key suppliers and 100% of its investee entities.

Kind to Animals

Monks Investment Trust PLC is an investment trust and does not directly engage in activities such as product manufacturing, animal testing, animal husbandry, or sourcing animal products. Consequently, KPIs related to cruelty-free certification, alternative testing usage, humane certified operations, ethical input substitution, supplier audits for animal welfare, cage-free sourcing, animal testing policy and volume, innovation investment in animal-free technologies, and animal agriculture ethics are not applicable to its direct operations. The company's investment policy avoids companies that test products on animals for purposes other than medical benefit.

It is a member of the Farm Animal Investment Risk and Return (FAIRR) network, which addresses risks and opportunities in animal agriculture from an investment perspective. The company is also a signatory to the UK and Japan Stewardship Codes, which are broad frameworks for responsible investment. No measurable biodiversity impact from conservation initiatives is provided.

No War, No Weapons

Monks Investment Trust PLC, as an investment trust, does not directly engage in arms manufacturing, military contracting, or the development of dual-use technologies. It does not export goods requiring end-user certificates, engage in AI for military use, or conduct procurement from conflict zones. However, the trust lacks explicit exclusion policies for the general defense sector, and its investment strategy includes firms with military contracts, indicating 0% divestment from defense-related assets.

In contrast, its manager, Baillie Gifford, prohibits investment in controversial weapons across all its funds, establishing a codified ethical red line.

Planet-Friendly Business

The provided article details Monks Investment Trust PLC's approach to integrating ESG analysis into its investment strategies and the environmental performance of its investment portfolio. It notes that direct investments in fossil fuel-related activities totaled 2.6%.

The carbon intensity of the Trust's portfolio was 71% lower than the benchmark for Scope 1 and 2 emissions, and 61% lower when including Scope 3 emissions. However, the article does not provide specific data points regarding the company's own operational environmental performance for any of the KPIs in the rubric.

Respect for Cultures & Communities

No cultural appropriation incidents have been reported for Monks Investment Trust PLC.

The company does not have a specific cultural impact assessment protocol, nor does it operate near cultural or heritage sites, as its business model is that of an investment trust. Similarly, the concept of a social license to operate is not applicable to its business model.

Safe & Smart Tech

Monks Investment Trust has established a global Information Security Management System aligned with the ISO 27001:2022 standard

, achieved TISAX certification , and maintains UK Cyber Security Essentials certification . Baillie Gifford, the company's manager, utilizes DatAdvantage for data governance , which tracks historic changes, highlights when they occurred , and provides evidence for regulatory compliance , making recommendations to limit data access to necessary users within three weeks . No incidents of unauthorized data use are documented. The company complies with requirements from the Financial Conduct Authority , HM Revenue & Customs , the Corporation Tax Act 2010 , and the UK Alternative Investment Fund Managers Regulations . Furthermore, Monks advocates for privacy-centric strategies in digital marketing and data collection , emphasizing transparency, user consent, and data minimization .

Zero Waste & Sustainable Products

The company has a target to reduce the volume of general waste by 25% by the end of 2025.

No specific, quantifiable evidence is available regarding waste diversion rates, product recyclability, packaging sustainability, recycled content percentage, single-use plastic reduction, take-back program coverage, circular design principles, waste reduction initiatives, hazardous waste management, product durability, repairability score, waste audit frequency, zero waste certification, waste disposal violations, material efficiency, packaging to product ratio, supplier waste requirements, or customer waste education.