The Mercantile Investment Trust plc - Ordinary Shares - J.P. Morgan Asset Management
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The Mercantile Investment Trust plc
(GB0005794036)

THE MERCANTILE INVESTMENT TRUST PLC

Discovering developing firms is our passion

The trust aims to achieve capital growth through a portfolio of UK medium and small company stocks by targeting only the most attractive companies identified by our rigorous investment research process.
 

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Monthly Factsheet   Other trust documents   How to buy this trust  

Why invest in the UK?

Guy Anderson, Fund Manager of The Mercantile Investment Trust plc discusses the opportunities and challenges of investing in the UK small and mid-cap market.

Some of the themes discussed include:

  • Perception vs reality of investing in the UK
  • Evolution of the UK market post Brexit
  • UK Market trends
Monthly Factsheet   Annual Report   Learn more about investing in the UK  

About this trust

Risks

Performance

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Fees

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Portfolio

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Manager Commentary

Fund Managers

Board of Directors

  • Angus Gordon Lennox

  • Ian Russell

  • Helen James

  • Jeremy Tigue

  • Harry Morley

  • Sandy Nairn

In their words (as of 31 Oct 2017)

The trust outperformed the benchmark in October. Not holding IWG, the office real estate company, was the most significant contributor to relative performance: the company warned on profits, driven by weakness in the London market and the impact on global operations from recent natural disasters. Just Eat was also a strong contributor following another positive trading update. There were no material detractors to performance.

At a sector level, support services and software & computer services were the standout contributors. Again, there were no material detractors. We continue to believe that UK mid and small cap companies offer good prospects for long-term capital growth and income.

Documents

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Important information

This is a promotional page and as such the views contained herein are not to be taken as advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research on this page has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s at the date of publishing. They are considered to be reliable at the time of publishing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance is not a reliable indicator to current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

Investment is subject to documentation (Investor Disclosure Document, Key Features and Terms and Conditions), copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

*FE Crown rating as at 01 November 2017.

FE Crown Fund Ratings © 2017 FE. All rights reserved.

Moneyfacts award as at: 17 November 2017. ©2017 Moneyfacts Group plc. All Rights Reserved.