The Merchants Trust Plc (MRCH)

Category UK Large-Cap Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

569.00p

Buy

571.00p

arrow-down-1.00p (-0.18%)

Discount/Premium

-0.58%

Estimated NAV

573.33p

Prices updated at 11 Oct 2024, 16:35 BST
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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.
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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.

Growth of 1,000 as of 12 Oct 2024, 05:10

Trailing returns (%) as of 12 Oct 2024, 05:10

Annual performance (%)

Year
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This fundPeer group index
30 Sep 13 - 30 Sep 143.938.06
30 Sep 14 - 30 Sep 15-8.294.30
30 Sep 15 - 30 Sep 167.409.51
30 Sep 16 - 30 Sep 1719.8512.17
30 Sep 17 - 30 Sep 189.834.86
30 Sep 18 - 30 Sep 192.21-1.86
30 Sep 19 - 30 Sep 20-26.60-17.77
30 Sep 20 - 30 Sep 2169.8145.89
30 Sep 21 - 30 Sep 22-2.70-11.96
30 Sep 22 - 30 Sep 2312.9614.65
30 Sep 23 - 30 Sep 2415.1614.53

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

Year
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This fundPeer group index
1 Day0.17-0.04
1 Month-1.87-0.39
3 Months1.051.35
6 Months11.019.08
1 Year17.7916.92
3 Years annualised7.575.09
5 Years annualised9.887.02

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

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