# Mercantile Investment Trust PLC (MRC)

**Page:** https://fundology.uk/fund/mrc · ISIN GB00BF4JDH58

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, MRC (Mercantile Investment Trust PLC, ISIN GB00BF4JDH58) closed at £2.83 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +3.7% (income paid out is not included), or −19.1% after UK CPIH inflation.

## Summary

Mercantile Investment Trust PLC is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£2.83** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | MRC |
| ISIN | GB00BF4JDH58 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +15.31% | +11.22% | price only |
| 3 years | +46.37% | +32.24% | price only |
| 5 years | +3.67% | -19.08% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of Mercantile Investment Trust PLC in pounds (price only, income paid out not included): 2022 −28.5%, 2023 +15.4%, 2024 +6.5%, 2025 +7.8%; 2026 to 13/11/2026 +11.0%. Returns of Mercantile Investment Trust PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +11.1%; to 30/09/2025: +3.1%; to 30/09/2024: +25.4%; to 30/09/2023: +18.4%; to 30/09/2022: −38.2%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -28.5% | -34.5% | Price |
| 2023 | +15.4% | +10.8% | Price |
| 2024 | +6.5% | +2.9% | Price |
| 2025 | +7.8% | +4.1% | Price |
| 2026 to 13/11/2026 | +11.0% | +7.5% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 16.26% | -12.04% |
| 3 years | 17.94% | -18.29% |
| 5 years | 21.63% | -40.00% |

## Largest fall

Volatility of Mercantile Investment Trust PLC in pounds, annualised from weekly returns to 13/11/2026: 16.3% over 1 year, 17.9% over 3 years, 21.6% over 5 years. Largest fall in the price of Mercantile Investment Trust PLC since November 2021, in pounds: −40.0% from 19/11/2021 to 30/09/2022. The lowest 12-month return of Mercantile Investment Trust PLC in pounds (price only, income paid out not included) since January 2021 was −38.2% (12 months to 30/09/2022); the highest was +34.1% (12 months to 25/10/2024). On 13/11/2026 the price of Mercantile Investment Trust PLC was 2.2% below its highest weekly close since November 2021 (28/08/2026), in pounds.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## Questions people ask

**What is the ISIN of MRC?**

The ISIN of MRC is GB00BF4JDH58. An ISIN identifies one exact share class of a fund; MRC is its ticker on the London Stock Exchange.

**What were MRC’s returns in each of the last five years?**

Calendar-year returns of MRC in pounds (price only, income paid out not included): 2022 −28.5%, 2023 +15.4%, 2024 +6.5%, 2025 +7.8%; 2026 to 13/11/2026 +11.0%. Past performance is not a guide to future returns.

**How has MRC done after inflation?**

Over the five years to 13/11/2026 MRC’s price changed by +3.7% (income paid out is not included), or −19.1% after UK CPIH inflation. Past performance is not a guide to future returns.

---

We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments.

Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.