Top 10 and Geographical Holdings

Summary by AI BETAClose X

Merchants Trust discloses its top 10 holdings as at 30 October 2026 with Shell the largest position at £64,422,540 (5.54%); the top 10 holdings total £418,379,822, representing approximately 36.6% of total investments of £1,143,080,350 and gross assets of £1,161,979,718. The portfolio is highly UK‑focused with UK exposure £1,084,138,522 (94.84%) and Europe ex‑UK £58,941,828 (5.16%), while other significant positions include GSK £53,702,250 (4.62%), Reckitt £52,708,500 (4.54%) and Lloyds £49,051,035 (4.22%).

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