The Merchants Trust Plc (MRCH)

Category UK Large-Cap Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

596.00p

Buy

599.00p

arrow-down-2.00p (-0.33%)

Discount/Premium

-6.63%

Estimated NAV

638.333p

Prices updated at 02 Apr 2026, 16:47 BST
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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.
FTSE All-Share
arrow-up0.59%
LSE
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.

Annual performance (%)

Year
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This fundPeer group index
31 Mar 15 - 31 Mar 16-11.17-1.88
31 Mar 16 - 31 Mar 1722.2616.72
31 Mar 17 - 31 Mar 187.463.32
31 Mar 18 - 31 Mar 197.892.41
31 Mar 19 - 31 Mar 20-20.44-21.07
31 Mar 20 - 31 Mar 2144.0742.82
31 Mar 21 - 31 Mar 2221.568.76
31 Mar 22 - 31 Mar 234.902.64
31 Mar 23 - 31 Mar 24-1.921.81
31 Mar 24 - 31 Mar 253.4714.25
31 Mar 25 - 31 Mar 2618.1116.11

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.33-0.15
1 Month-7.17-6.08
3 Months0.65-0.85
6 Months9.665.19
1 Year20.1518.06
3 Years annualised6.7711.23
5 Years annualised8.888.92

Primary benchmark: FTSE AllSh TR GBP

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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