Launched in 1884, this is one of the oldest and largest investment trusts in the
UK. The trust aims to provide income and capital growth through opportunities in
UK mid and small cap stocks by targeting only the most attractive companies identified
by our rigorous research process.
About this trust
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Fund Manager interview
April 2013
Fund Managers Martin Hudson, Guy Anderson and Anthony Lynch speak about the key
objectives, features, performance and outlook for the Trust.
One of the oldest and largest investment trusts in the UK, with assets of
more than £1 billion.
Extensively diversified portfolio of around 130 medium and small UK companies.
Managed by J.P. Morgan's highly-respected European Equity Group using its
distinctive 'style' process.
Consistent dividend payments over the past ten years.
Key risks
Investments in smaller companies may involve a higher degree of risk as these
are usually more sensitive to price movements.
Investment trusts may utilise gearing which will exaggerate market movements
both down and up which could mean sudden and large falls in value. For further details,
please refer to the trust’s annual report and accounts.
About investments
The value of investments and the income from them can go down and up, and you may
not get back as much as you paid in. Tax benefits and liabilities depend on individual
circumstances and may change in the future.Past performance is not a guide to the
future.
The Mercantile Investment Trust plc
