Times Tempus Great article in Times today, added a few to my portfolio
Re: Mercantile Thank you, that explains it.
Re: Mercantile because this fund is heavily weighted towards the FTSE250/350 companies which mostly derive profits in the UK and are hence considered most affected by Brexit ( unlike many FTSE100 companies which have a higher percentage of profits deriving from other currencies such as $/Euro) top 10 holdings for Mercantile are nearly all FTSE250 :-Rank Change Name % Weighting 1 BELLWAY PLC 2.20% 2 GALIFORM ORD GBP0.10 2.20% 3 DOMINO`S PIZZA GROUP PLC 2.10% 4 SMITH(DS) ORD GBP0.10 2.00% 5 AUTO TRADER GROUP PLC 1.90% 6 MICRO FOCUS INTERNATIONAL 1.80% 7 Greencore Group Ord IEP0.50-London List 1.70% 8 INCHCAPE PLC 1.70% 9 SEGRO PLC 1.70% 10 B & M EUROPEAN VALUE RETAIL SA 1.60% Total 18.90% I have always liked this fund , but am currently out and lookign for entry
Mercantile Unfortunately this IT has performed very poorly since Brexit. Does anyone know why? Thank you.
Drop Why is this IT dropping so much more than the wider market?
Mercantile Currently my number one choice amongst ITs - they have done well, with a very fair yield.
Mercantile IT If you want great performance in an IT, this is where to find it.
MRC Performance here is really remarkable.
Mercantile IT Outstanding performance is to be found here.
Re: Mercantile IT ... and a 10% discount to NAV. I wonder when MV will catch up. Possibly with a 50p dividend this year with any luck.
Mercantile IT A strong performance by this IT over the past year or so.