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.
Watch Simon Gergel explain where he’s finding value in the UK. Simon was speaking at the AJ Bell Retirement Money Show in December 2018. He explains that the UK stock market is not the same as the UK economy and that two thirds of profits and revenues generated by UK-listed companies comes from abroad.
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 first podcast of 2019, Simon Gergel, Portfolio Manager of The Merchants Trust, shares his insights on the latest developments affecting the UK stock market. Not only are we at the start of a new year but also a landmark anniversary year for Merchants. Established in 1889, the Trust celebrates its 130th birthday this year. Listen in as Simon discusses his medium term outlook for UK equities and explains that, with the backdrop of Brexit dampening enthusiasm, his ongoing aim to diversify the Merchants portfolio by constructing an attractive portfolio of individual businesses across a range of sectors.
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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.
