Mercantile Investment Trust (MRC)

Category UK Mid-Cap Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Sell

241.00p

Buy

242.00p

arrow-up1.50p (+0.61%)

Discount/Premium

-9.89%

Estimated NAV

271.32p

Prices updated at 01 Oct 2024, 18:11 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

0.32%

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 2025

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

+44 20 77424000

Company website

Important Information

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