alt
  • Funds

    Fund Explorer

    • Search our funds

    Capabilities

    • Investment Trusts
    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • ETF Capabilities

    Fund Information

    • Fund News and Announcements
    • Regulatory Updates
    • Administrative Information
    • Capacity Management
    • Policies
    • Legal Documents
    • Fund Management Charges
  • Investment Themes
    • Sustainable Investing
    • COVID-19 Volatility
    • Maximise your ISA potential
    • Emerging market and China equities
  • Insights

    Market Insights

    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook
    • Monthly Market Review
    • Market Watch

    Portfolio Insights

    • Asset Allocation Views
    • Fixed Income Views
    • Equity Views
    • ETF Perspectives

    Investment Trust Insights

    • UK
    • Global
    • Emerging Markets
    • Asia
  • How to Invest
  • About Us
  • Contact Us
Skip to main content
  • Role
  • Country
  • Manage your account
Search
Menu
CLOSE
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back
  1. Home
  2. Funds
  3. Investment Trusts
  4. The Mercantile Investment Trust

  • Share
  • LinkedIn Twitter Facebook
  • Email
  • Actions
  • LinkedIn Twitter Facebook
    Email

The Mercantile Investment Trust

The home of tomorrow’s UK market leaders

Putting the brightest sparks in your portfolio

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.

Why Mid and Small UK Companies?

Smaller companies, big returns 

  • Among the best long-term returns in the world 
  • Faster growing and more exposed to future growth drivers than large companies
  • More exposed to the domestic economy

Why Mercantile Investment Trust?

Quality focus has delivered on growth and income

  • Strong track record of returns and outperformance
  • Experienced investment team takes an active approach and focuses on quality companies
  • Closed end structure helps protect against market volatility and allows for consistent income distribution

See the Mercantile Trust’s Kepler Research report >

 

 

 

 

View price and performance
Fund updates Fund insights
Fund updates

Guy Anderson

Join J.P. Morgan's Guy Anderson, Manager of The Mercantile Investment Trust - The home of tomorrow's UK market leaders. For his presentation at the Master Investor Show 2020

Fund insights
starting-up-the-uk-engines-850x240

Starting up the UK's engines

An economic recovery is good news for UK mid- and small-cap stocks

Find out more
long-term-engines-of-growth-banner

Long-term engines of growth

UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul

Find out more
global-real-core-Banner

Mercantile in the news

In this Mail on Sunday ‘Fund Focus’, Jeff Prestridge looks at why Guy Anderson is excited about the prospects for the UK economy.

Find out more

To receive communications relevant to the Mercantile Investment Trust, please register your details in our preference centre.

Register now

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.

J.P. Morgan Asset Management

  • Terms of use
  • Privacy policy
  • Cookie policy
  • Accessibility statement
  • Scams and fraud
  • Sitemap
  • Investment stewardship
  • Remuneration disclosure
Decorative
J.P. Morgan

  • J.P. Morgan
  • JPMorgan Chase
  • Chase

Copyright © 2021 JPMorgan Chase & Co., all rights reserved.


We use cookies to provide necessary site functionality and improve your online experience. To learn more about the cookies we use, view our Cookies Policy.

Close
ACCEPT
Read our cookie policy