Mercantile Investment Trust (MRC)

Category UK Mid-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

257.50p

Buy

258.00p

arrow-up0.875p (+0.34%)

Discount/Premium

-9.68%

Estimated NAV

284.54p

Prices updated at 14 May 2026, 15:41 BST
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Prices in GBX
Investment objective
To achieve long-term capital growth from a portfolio of UK medium and smaller companies by invests in medium and smaller companies which are listed mainly on the London Stock Exchange and to provide long-term dividend growth at least in line with inflation.
FTSE All-Share
arrow-up0.28%
LSE
Important documents: Please ensure that you have read the Key Information Document/Product Summary 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 169.890.58
31 Mar 16 - 31 Mar 1712.5821.22
31 Mar 17 - 31 Mar 1816.373.68
31 Mar 18 - 31 Mar 190.242.01
31 Mar 19 - 31 Mar 20-10.16-25.21
31 Mar 20 - 31 Mar 2152.0961.52
31 Mar 21 - 31 Mar 22-12.47-7.37
31 Mar 22 - 31 Mar 23-5.67-7.48
31 Mar 23 - 31 Mar 2418.609.86
31 Mar 24 - 31 Mar 252.317.46
31 Mar 25 - 31 Mar 269.6613.30

Primary benchmark: FTSE Allsh Ex 100 Ex Invt Trust TR GBP

Peer group index: Morningstar IT UK All Companies

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.19-0.74
1 Month0.59-0.06
3 Months-2.02-4.82
6 Months6.381.06
1 Year5.368.34
3 Years annualised12.0811.31
5 Years annualised2.532.70

Primary benchmark: FTSE Allsh Ex 100 Ex Invt Trust TR GBP

Peer group index: Morningstar IT UK All Companies

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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