Trust Audio Update

A Value View Episode 8: Celebrating 130 years

Simon Gergel CIO, UK Equities

11/04/2019

In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, talks about the 130th anniversary of the Trust.

Simon reflects on how it all began in 1889, the Trust’s aims to provide an investment solution for individual investors then and now and how the Merchants of yesterday differs to the vehicle it is today. The Trust has lived through many major political and economic events over its lifetime and Simon looks back at this remarkable history and how this has shaped the Trust, which has diversified and adapted over time. Simon has been at the helm of Merchants for 13 years – a tenth of the Trust’s life – and talks about his own experiences as manager, particularly the importance of steady nerves and a focus on long-term fundamentals when managing Merchants through the financial crisis of 2008-9.

You can also access the podcast via:

iTunes (for iOS devices): https://itunes.apple.com/gb/podcast/a-value-view/

Blubrry (for iOS & Android): https://www.blubrry.com/avalueview/

Trust Audio Update

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Trust Audio Update

A Value View Episode 8: Celebrating 130 years

Simon reflects on how it all began in 1889, the Trust’s aims to provide an investment solution for individual investors then and now and how the Merchants of yesterday differs to the vehicle it is today.

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The Sunday Times 31.03.2019

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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Trust Audio Update

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© Allianz Global Investors GmbH 2019, Registered Office: Frankfurt am Main, Register: HRB 9340, Local court: Frankfurt am Main. All Rights Reserved. The Merchants Trust PLC is incorporated in England and Wales. (Company registration no. 28276). Registered Office: 199 Bishopsgate, London, EC2M 3TY. The Company is a member of the Association of Investment Companies - Category: UK Equity Income.