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    1. The Mercantile Investment Trust

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    The Mercantile Investment Trust

    Invest in the home of tomorrow’s UK market leaders

    The Mercantile Investment Trust seeks quality UK medium- and smaller-sized companies outside the FTSE 100 to build a portfolio of stocks that offer clear and compelling opportunities for future growth that can ignite long-term success.

    Past performance is not a reliable indicator of current and future results.

    Discover more

     

    Risk

    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.

    Risk
    Risk

    WHY NOW?

    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.

    View price and performance

    WATCH: Guy Anderson's latest video update

    Hear from Portfolio Manager, Guy Anderson, as he discusses the case for investing in medium sized companies, and why The Mercantile Investment Trust is the home of tomorrow’s UK market leaders.

    INVESTMENT TRUST INSIGHTS

    ESG : How The Mercantile can make a difference

    In this short film, Anthony Lynch explains how socially responsible investing is embedded into The Mercantile's stock selection process.

    Sign-up to receive monthly updates from The Mercantile Investment Trust

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    Factsheet

    A monthly snapshot of the trusts key data including performance, ratings and holdings

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    How to invest

    Invest in this trust through all major investment platforms

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    Kepler Report

    Read the latest research for this trust from Kepler Trust Intelligence

    Read the report

    This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 and yield are not reliable indicators of 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. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. Investment is subject to documentation. The Annual Reports and Financial Statements, AIFMD art. 23 Investor Disclosure Document and PRIIPs Key Information Document can be obtained free of charge from JPMorgan Funds Limited or www.am.jpmorgan.com/gb/en/asset-management/adv/products/fund-explorer/investment_trusts.

     

    This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

     

    This Investment Trust has been reviewed by a third party agency. Contents of the external links have been prepared by third parties and do not necessarily represent the views of J.P. Morgan Asset Management. J.P. Morgan Asset Management does not endorse or attest to completeness and accuracy of these contents. Reliance upon these contents is at the sole discretion of the reader.

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