Mercantile is the largest, most liquid trust investing in UK mid and smaller cap companies

Investment Objective

Long term capital growth from a UK portfolio of medium and smaller companies.

Key Features

  • One of the oldest and largest investment trusts in the UK, with assets of more than £1 billion
  • Extensively diversified portfolio of around 180 medium and small UK companies
  • Managed by JPMorgan's highly-respected European Equity Group using its distinctive 'style' process
  • Consistent increases in dividend over the past ten years

Key Risks

Please remember that the value of investments can fall as well as rise and investors may not get back the full amount invested

  • Investments in smaller companies may involve a higher degree of risk as these are usually more sensitive to price movements.

Report and accounts


Interactive Annual Report

Half Year Report

Interim Management Statement

2010 AGM Presentation

View historic reports »

J.P. Morgan Helpline
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+44 (0)20 7742 9995
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