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NEW RATING

Mercantile Investment Trust Initiation

Posted @ 02/04/2024 16:14 Posted in Ratings Roundup

We are pleased to announce that the Mercantile Investment Trust has been added to the Square Mile Academy of Funds with an A rating.

The strategy is led by the experienced Guy Anderson who is part of a well-resourced team at JP Morgan. The trust predominantly focuses on higher quality, faster growing UK equities listed outside of the FTSE100. Investors benefit from a repeatable, efficacious investment process, the liquidity of a c.£1.7bn investment vehicle and a current c3% yield which has grown each year over the past 10 years.

We believe this trust offers a complimentary addition to the existing suite of UK equity focused strategies already within the Academy.

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