# Mercantile Investment Trust PLC (MRC)

**Source:** https://fundology.uk/fund/mrc · ISIN GB00BF4JDH58 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## 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 30/09/2026, MRC (Mercantile Investment Trust PLC, ISIN GB00BF4JDH58) closed at £2.81 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +5.1% (income paid out is not included), or −16.9% 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: **£2.81** (30/09/2026).

## Key facts

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

## Past returns (periods to 30/09/2026)

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

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +11.09% | +8.07% | price only |
| 3 years | +47.32% | +33.76% | price only |
| 5 years | +5.06% | -16.92% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS 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 +5.2%, 2025 +9.4%; 2026 to 30/09/2026 +10.0%. Returns of Mercantile Investment Trust PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +13.6%; to 30/09/2025: +0.8%; to 30/09/2024: +25.4%; to 30/09/2023: +18.4%; to 30/09/2022: −41.0%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -28.5% | -34.5% | Price |
| 2023 | +15.4% | +10.8% | Price |
| 2024 | +5.2% | +1.6% | Price |
| 2025 | +9.4% | +5.7% | Price |
| 2026 to 30/09/2026 | +10.0% | +6.9% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 17.13% | -12.04% |
| 3 years | 18.60% | -18.29% |
| 5 years | 21.70% | -40.33% |

## Largest fall

Volatility of Mercantile Investment Trust PLC in pounds, annualised from weekly returns to 30/09/2026: 17.1% over 1 year, 18.6% over 3 years, 21.7% over 5 years. Largest fall in the price of Mercantile Investment Trust PLC since October 2021, in pounds: −40.3% from 05/11/2021 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 30/09/2026 the price of Mercantile Investment Trust PLC was 2.9% below its highest weekly close since October 2021 (28/08/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

---

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.