Associated equity: The Merchants Trust
The Merchants Trust’s investment objective is to provide an above-average level of income and income growth, together with long-term growth of capital, through investing mainly in higher-yielding large-cap UK companies (up to 10% of the fund may be invested in overseas equities). The benchmark is a broad UK stock market index.
The Merchants Trust — 9 videos in collection
In this interview, CIO of Allianz Global Investors, Simon Gergel, highlights what the Merchants Trust (MRCH) offers investors in terms of both capital and income growth potential and explains why the trust can now hold up to 10% of the fund in non-UK listed companies. He then provides his perspectives on the investment backdrop and how MRCH’s relative positioning has changed in an environment of higher inflation expectations. Finally, he focuses on the trust’s performance in both absolute and relative terms, before highlighting some of MRCH’s new holdings and disposals.
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