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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.
Although 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
In the latest podcast, Simon is joined by Mary Ann Sieghart, one of Merchants’ Non-executive Directors, who joined the board in November 2014. Together, Mary Ann and Simon explore the importance of transparency in communication.
Merchants’ aim is to provide shareholders with an above-average level of income and income growth with long term 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 celebrated its 125th anniversary in 2014, 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. Please remember that past performance is not a reliable indicator of future returns.
