The Merchants Trust Plc (MRCH)

Category UK Large-Cap Equity
star-filledstar-filled
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

568.00p

Buy

571.00p

arrow-up7.85p (+1.39%)

Discount/Premium

-3.89%

Estimated NAV

585.81p

Prices updated at 30 May 2025, 10:43 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
To provide an above average level of income and income growth together with long-term capital growth through a policy of investing mainly in higher yielding UK companies. The Company aims to achieve the objective through a strategy of investing in a portfolio of mainly higher yielding large UK companies and by using appropriate gearing to enhance returns. This strategy is designed for those investors who require a single investment in a diversified and professionally managed portfolio.
FTSE All-Share
arrow-up0.74%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
31 Mar 14 - 31 Mar 151.425.82
31 Mar 15 - 31 Mar 16-11.17-1.88
31 Mar 16 - 31 Mar 1722.2616.72
31 Mar 17 - 31 Mar 187.463.32
31 Mar 18 - 31 Mar 197.892.41
31 Mar 19 - 31 Mar 20-20.44-21.07
31 Mar 20 - 31 Mar 2144.0742.82
31 Mar 21 - 31 Mar 2221.568.76
31 Mar 22 - 31 Mar 234.902.64
31 Mar 23 - 31 Mar 24-1.921.81
31 Mar 24 - 31 Mar 253.4714.25

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
1 Day-0.18-0.06
1 Month3.684.56
3 Months7.085.16
6 Months2.9010.37
1 Year3.8412.60
3 Years annualised4.418.38
5 Years annualised13.7312.67

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.