The Merchants Trust – executive interview

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