To celebrate The Merchants Trust’s 130th anniversary, visit our new interactive timeline. Travel back to 1889 and discover how Merchants has successfully navigated a variety of market conditions – and several world conflicts – throughout its history and continues to thrive today.
Scroll down! Please remember to scroll down your screen in the usual way in order to fully enjoy the content as it travels through time.
Learn moreThe Merchants Trust PLC has, for many years, focused on delivering high and rising income together with capital growth for its shareholders.
In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high yielding shares. Simon also considers the opportunities for value investing in today’s markets as well as other aspects of the team’s investment process, including analysis of cash flow, structural advantages and valuation.
Learn moreAlthough income is not guaranteed and could go down as well as up, the Trust has paid increasingly higher dividends to its shareholders year-on-year for the last 37 years.
Learn moreIn this Sunday Times article, journalist Holly Black looks at The Merchants Trust, summarising its investment remit, performance and dividend yield. The piece also quotes Simon Gergel on the merits of investing in the UK amidst current market uncertainty.
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The Merchants Trust PLC has, for many years, focused on a simple proposition: to deliver a high and rising income together with capital growth, through a policy of investing mainly in higher-yielding large UK companies. We measure our success in attaining this objective by comparing the performance of the portfolio against the performance of the FTSE All-Share Index.
Established in 1889, The Merchants Trust PLC celebrates its 130th anniversary in 2019, having successfully navigated a variety of market conditions – and several world wars – throughout its history. The Trust has demonstrated the benefit of active management over time and its aims today are remarkably similar to those established by its founders: to provide its shareholders with an above-average level of income which increases over time.
Click here for detailed information about the Trust’s portfolio and its past performance, including the most recent month-end commentary. Please remember that past performance is not a reliable indicator of future returns.
