WHY MID AND SMALL UK COMPANIES?
Smaller companies, big returns
The mid and small-cap areas of the UK equity market is under researched but, compared to large companies, are more exposed to future growth drivers. This combination creates a fertile hunting ground for bottom-up investors.
WHY MERCANTILE INVESTMENT TRUST?
Quality focus has delivered on growth and income
Mercantile has a strong track record of returns and dividend growth. Our experienced investment team takes an active approach which focuses on quality companies and the closed end investment trust structure allows for a more stable asset base which helps to keep consistent income distribution.
Valuations reflect current challenges, not future growth
UK stocks are trading at attractive valuations following the uncertainty created by Brexit and Covid. The Mercantile Investment Trust is positioned to capture disruption from recent challenges as well as the upside when the uncertainty clears and the economy rebounds. The portfolio’s gearing is high relative to history, reflecting opportunities we see.