Disclaimer

Merlon Capital Partners Pty Limited (ABN 94 140 833 683) operates this website, www.merloncapital.com.au. Merlon Capital Partners Pty Limited (AFSL 343 753) is authorised to provide financial services to wholesale clients only (within the meaning of the Corporations Act 2001 (Cth)). The information on this website has been prepared on this basis and is for use by such wholesale clients only and no other persons.

The information on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring a financial product.
 

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Income Fund

A portfolio of undervalued companies constructed without regard to index weights delivering monthly income with downside protection

Value Fund

A portfolio of undervalued companies constructed without regard to index weights

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