The Merchants Trust PLC has, for many years, focused on delivering high and rising income together with capital growth for its shareholders.
The Merchants Trust PLC has, for many years, focused on delivering high and rising income together with capital growth for its shareholders.
In his latest update, filmed in late June, Simon Gergel considers the current investment climate in the UK and recent picks made for the Merchants portfolio. With 12 years under his belt as Manager of the Trust, Simon considers how longevity can help in the day-to-day running of the portfolio.
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 36 years
Learn moreIn his latest podcast, Simon Gergel looks at recent developments affecting The Merchants Trust portfolio and the broader UK stock market. Listen in as Simon emphasises that market volatility, as witnessed in October, can give rise to opportunity. He notes that that any divergence in the share prices of different sectors and even different companies could enable investors to take advantage of potentially compelling valuations.
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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.
