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Monks Investment Trust (The) (LSE:MNKS) Total Assets : £2,478.99 Mil (As of Oct. 2023)


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What is Monks Investment Trust (The) Total Assets?

Monks Investment Trust (The)'s Total Assets for the quarter that ended in Oct. 2023 was £2,478.99 Mil.

During the past 12 months, Monks Investment Trust (The)'s average Total Assets Growth Rate was 1.50% per year. During the past 3 years, the average Total Assets Growth Rate was 7.40% per year. During the past 5 years, the average Total Assets Growth Rate was 10.00% per year. During the past 10 years, the average Total Assets Growth Rate was 13.00% per year.

During the past 13 years, Monks Investment Trust (The)'s highest 3-Year average Total Assets Growth Rate was 23.10%. The lowest was -15.00%. And the median was 10.30%.

Total Assets is connected with ROA %. Monks Investment Trust (The)'s annualized ROA % for the quarter that ended in Oct. 2023 was -7.13%. Total Assets is also linked to Revenue through Asset Turnover. Monks Investment Trust (The)'s Asset Turnover for the quarter that ended in Oct. 2023 was -0.03.


Monks Investment Trust (The) Total Assets Historical Data

The historical data trend for Monks Investment Trust (The)'s Total Assets 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.

* Premium members only.

Monks Investment Trust (The) Total Assets Chart

Monks Investment Trust (The) Annual Data
Trend Apr14 Apr15 Apr16 Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23
Total Assets
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2,013.32 2,115.93 3,350.79 2,705.97 2,637.04

Monks Investment Trust (The) Semi-Annual Data
Apr14 Oct14 Apr15 Oct15 Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
Total Assets 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 3,556.35 2,705.97 2,436.29 2,637.04 2,478.99

Monks Investment Trust (The) Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

Monks Investment Trust (The)'s Total Assets for the fiscal year that ended in Apr. 2023 is calculated as

Total Assets=Total Equity (A: Apr. 2023 )+Total Liabilities (A: Apr. 2023 )
=2442.88+194.16
=2,637.04

Monks Investment Trust (The)'s Total Assets for the quarter that ended in Oct. 2023 is calculated as

Total Assets=Total Equity (Q: Oct. 2023 )+Total Liabilities (Q: Oct. 2023 )
=2281.508+197.481
=2,478.99

* 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)  (LSE:MNKS) Total Assets Explanation

Total Assets is connected with ROA %.

Monks Investment Trust (The)'s annualized ROA % for the quarter that ended in Oct. 2023 is

ROA %=Net Income (Q: Oct. 2023 )/( (Total Assets (Q: Apr. 2023 )+Total Assets (Q: Oct. 2023 ))/ count )
=-182.452/( (2637.04+2478.989)/ 2 )
=-182.452/2558.0145
=-7.13 %

Note: The Net Income data used here is two times the semi-annual (Oct. 2023) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

Monks Investment Trust (The)'s Asset Turnover for the quarter that ended in Oct. 2023 is

Asset Turnover
=Revenue (Q: Oct. 2023 )/( (Total Assets (Q: Apr. 2023 )+Total Assets (Q: Oct. 2023 ))/ count )
=-88.618/( (2637.04+2478.989)/ 2 )
=-88.618/2558.0145
=-0.03

* 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.

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

Monks Investment Trust (The) Total Assets Related Terms

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Monks Investment Trust (The) (LSE:MNKS) Business Description

Traded in Other Exchanges
Address
120 London Wall, Moor House, London, GBR, EC2Y 5ET
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 Telecommunications, Financials, Consumer Services, Health Care, Consumer Goods, Industrials, Oil and Gas, and Basic Materials.

Monks Investment Trust (The) (LSE:MNKS) Headlines

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