As The Merchants Trust AGM will not include a portfolio manager update this year due to Coronavirus restrictions, Simon Gergel recorded this video update for shareholders from lockdown at his London home.
Learn more
As The Merchants Trust AGM will not include a portfolio manager update this year due to Coronavirus restrictions, Simon Gergel recorded this video update for shareholders from lockdown at his London home.
Learn moreThe Merchants Trust PLC has, for many years, focused on delivering high and rising income together with capital growth for its shareholders.
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 38 years.
Learn moreIn February, journalist Jeff Prestridge wrote a Fund Focus article on Merchants Trust for The Mail on Sunday, looking at Merchants’ delivery of both income and growth.
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Learn moreJune 2020
As The Merchants Trust AGM will not include a portfolio manager update this year due to Coronavirus restrictions, Simon Gergel recorded this video update for shareholders from lockdown at his London home.
In this episode, Simon Gergel takes a closer look at the situation for income from UK equity markets. What factors should investors consider to differentiate businesses that are suffering a short term shock from those that may be impacted by longer-term changes in behavior?
Listen hereWe are aware that some shareholders may have received unsolicited telephone calls or correspondence concerning investment matters. These are typically from overseas based organisations who target UK shareholders offering to sell them, what often turn out to be, worthless or high risk shares in US or UK investments. They can be extremely persistent and persuasive. Shareholders are therefore advised to be very wary of any unsolicited advice or offers.
Please note that it is most unlikely that either the company or the company’s Registrar, Link Asset Services, would make unsolicited telephone calls to shareholders. Any such calls would only ever relate to official documentation already circulated to shareholders and never in respect of investment ‘advice’.
If you are in any doubt about the veracity of an unsolicited telephone call, please call the Company Secretary +44 (0)800 389 4696 or the Registrar on +44 (0) 371 664 0300
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.
