Mercantile Investment Trust (MRC)

Category UK Mid-Cap Equity
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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

250.50p

Buy

253.00p

arrow-up1.50p (+0.60%)

Discount/Premium

-7.59%

Estimated NAV

272.16p

Prices updated at 12 May 2025, 16:35 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
To achieve long-term capital growth from a portfolio of UK medium and smaller companies by invests in medium and smaller companies which are listed mainly on the London Stock Exchange and to provide long-term dividend growth at least in line with inflation.
FTSE All-Share
arrow-up0.6%
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.
Company name
JP Morgan Asset Management (UK) Ltd
Legal structure
Closed Ended Investment Company
Domicile
United Kingdom
Fiscal year end
31 Jan 2026
Launch date
08 Dec 1884
Fund manager
Anthony Lynch
Manager start date
31 Dec 2009
Fund manager biography
Anthony Lynch, vice president,is a portfolio manager within the J.P. Morgan Asset Management European Equity Group and co-manages The Mercantile Investment Trust, specialising in smaller and mid-sized UK equities. Anthony joined in 2009, initially as an analyst, and now co-manages the Investment Trust. Prior to this he obtained a B.A. (Hons) in Economics from Durham University. He is a CFA charterholder.
Head office
60 Victoria Embankment
London
United Kingdom
EC4Y 0JP
mobile
+44 20 77424000
letter
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computer
Company website


Important Information

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