Mercantile Investment Trust (MRC)

Category UK Mid-Cap Equity
star-filledstar-filledstar-filled
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. The Financial Conduct Authority will review this in 2025.

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

251.50p

Buy

252.50p

arrow-up1.00p (+0.40%)

Discount/Premium

-9.32%

Estimated NAV

276.785p

Prices updated at 15 Dec 2025, 09:41 GMT
| Prices minimum 15 mins delay
|
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-up0.65%
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
chevron-l-regular
chevron-r-regular
This fundPeer group index
30 Sep 14 - 30 Sep 1521.685.23
30 Sep 15 - 30 Sep 161.896.25
30 Sep 16 - 30 Sep 1724.0315.41
30 Sep 17 - 30 Sep 188.087.24
30 Sep 18 - 30 Sep 192.84-3.86
30 Sep 19 - 30 Sep 20-13.47-12.81
30 Sep 20 - 30 Sep 2154.5848.05
30 Sep 21 - 30 Sep 22-35.82-30.37
30 Sep 22 - 30 Sep 2323.0112.98
30 Sep 23 - 30 Sep 2429.4422.34
30 Sep 24 - 30 Sep 256.7214.96

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

Peer group index: Morningstar IT UK All Companies

Trailing returns (%)

Year
chevron-l-regular
chevron-r-regular
This fundPeer group index
1 Day0.200.02
1 Month0.600.07
3 Months1.443.77
6 Months0.035.00
1 Year7.1716.26
3 Years annualised12.5213.06
5 Years annualised6.596.50

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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.