I just came across this video interview, through Investment Trust Insider, which provides a useful insight into the thinking & positioning of Mercantile (which invests in UK mid caps and small caps). It also clarified the difference between Mercantile and JPM Mid Cap IT's, both from the same J P Morgan stable, which I had never been clear on.
I hold Mercantile.
http://citywire.co.uk/investment-trust- ... der+Weekly
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Mercantile IT
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richfool
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