The Merchants Trust


In this 2-minute update, Simon Gergel, Portfolio Manager, The Merchants Trust, discusses what value investing means to him and how a focus on not overpaying doesn’t exclude quality or growth.

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Supply issues have been in the spotlight of late. Where companies had got used to ‘just-in-time’ supply chains, they have now seen just how easily these can be disrupted. Whilst such factors mean we’re not out of the woods yet in terms of economic recovery, and wary of inflationary pressures building up, Simon Gergel describes how he’s trying to look past the short-term noise.

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Welcome to The Merchants Trust

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. awards logos

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Established in 1889, The Merchants Trust PLC has successfully navigated a variety of market conditions, economic cycles and even world wars. The Trust has demonstrated the benefit of active management over time and its aims today are remarkably similar to when it started: to provide its shareholders with an above-average level of income which increases over time.

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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.

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39 Consecutive Years of Dividend Growth

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