The Merchants Trust Plc (MRCH)
Category UK Large-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
586.00p
Buy
589.00p
7.00p (+1.20%)
Discount/Premium
-1.61%
Estimated NAV
599.665p
Prices updated at 15 May 2024, 16:35 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
To provide an above average level of income and income growth together with long-term capital growth through a policy of investing mainly in higher yielding UK companies. The Company aims to achieve the objective through a strategy of investing in a portfolio of mainly higher yielding large UK companies and by using appropriate gearing to enhance returns. This strategy is designed for those investors who require a single investment in a diversified and professionally managed portfolio.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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- Trust info
- Director info
Annual charges
Product charges | |
---|---|
0.55 | |
0.55 | |
0.20 | |
Minimum investment | 25.00 |
Documents
Document name | Language | Date posted |
---|---|---|
Factsheet | English | 31 Mar 2024 |
Semi-Annual Report | English | 31 Jul 2023 |
Annual Report | English | 31 Jan 2023 |
Key Information Document (KID) | English | 04 Aug 2022 |
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