Monks Investment Trust (The) (LSE:MNKS) ROE % Adjusted to Book Value: -1.40% (As of Apr. 2026)

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LSE:MNKS Monks Investment Trust (The) PLC LSE:MNKS
38 GF Score
Price £15.80
! 4 Warning Signs
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What is Monks Investment Trust (The) ROE % Adjusted to Book Value?

Monks Investment Trust (The) LSE:MNKS -0.38% 38 ROE % Adjusted to Book Value is -1.40% as of Apr. 2026. GuruFocus rates LSE:MNKS with a GF Score™ of 38/100. The stock has 4 warning signs investors should review.

Monks Investment Trust (The)'s ROE % for the quarter that ended in Apr. 2026 was -1.34%. Monks Investment Trust (The)'s PB Ratio for the quarter that ended in Apr. 2026 was 0.96. Monks Investment Trust (The)'s ROE % Adjusted to Book Value for the quarter that ended in Apr. 2026 was -1.40%.


Monks Investment Trust (The) ROE % Adjusted to Book Value Related Terms


Monks Investment Trust (The) ROE % Adjusted to Book Value Historical Data

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The historical data trend for Monks Investment Trust (The)'s ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Monks Investment Trust (The) ROE % Adjusted to Book Value Chart

Monks Investment Trust (The) Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only -22.61 -3.00 16.78 -0.73 27.22

Monks Investment Trust (The) Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 42.60 12.38 -14.42 53.91 -1.40

LSE:MNKS vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Monks Investment Trust (The)'s ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Monks Investment Trust (The) ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Monks Investment Trust (The)'s ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Monks Investment Trust (The)'s ROE % Adjusted to Book Value falls into.


LSE:MNKS
38GF Score
Monks Investment Trust (The) PLC LSE:MNKS
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Monks Investment Trust (The) ROE % Adjusted to Book Value Calculation

Monks Investment Trust (The)'s ROE % Adjusted to Book Value for the fiscal year that ended in Apr. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=26.13% / 0.96
=27.22%

Monks Investment Trust (The)'s ROE % Adjusted to Book Value for the quarter that ended in Apr. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-1.34% / 0.96
=-1.40%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of -1.40% mean?
Monks Investment Trust (The) (LSE:MNKS) has a ROE % Adjusted to Book Value of -1.40% as of Apr. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Monks Investment Trust (The) and its competitors.
Is Monks Investment Trust (The)'s ROE % Adjusted to Book Value too high?
Monks Investment Trust (The)'s current ROE % Adjusted to Book Value is -1.40%. Overall, Monks Investment Trust (The) has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Monks Investment Trust (The)'s ROE % Adjusted to Book Value compare to BLK and BX?
Monks Investment Trust (The)'s ROE % Adjusted to Book Value of -1.40% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Monks Investment Trust (The) and its competitors. Monks Investment Trust (The)'s current ROE % Adjusted to Book Value is -1.40%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monks Investment Trust (The) stock overvalued right now?
Monks Investment Trust (The) (LSE:MNKS) has a current ROE % Adjusted to Book Value of -1.40%. The current ROE % Adjusted to Book Value is -1.40%. Monks Investment Trust (The)'s overall GF Score™ is 38/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Monks Investment Trust (The) (LSE:MNKS), the current ROE % Adjusted to Book Value is -1.40% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Monks Investment Trust (The) Business Description

Address 3 Saint Helen’s Place, London, GBR, EC3A 6AB
Monks Investment Trust (The) PLC operates as an investment trust. Its investment objective is to invest internationally to achieve capital growth, which takes priority over income and dividends. The company invests principally in a portfolio of internationally quoted equities. It has a presence in North America, Continental Europe, Asia, Japan, and Other Countries. The company invests in Technology, Telecommunications, Financials, Consumer Services, Healthcare, Consumer Goods, Industrials, Oil and Gas, and Basic Materials. It is engaged in a single segment of business, being that of an investment trust company. It has majority revenue from the Technology sector.
38GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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