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Put your super to work so that you don't have to

12 Oct 2017
Retirees have the freedom to enjoy more leisure after a lifetime in the workforce. But for
their investments, the work is just beginning. There are smart ways to boost post-retirement
income without taking on more risk. It just needs the right portfolio strategy.

In this flyer, we look at the key investment needs and concerns for retirees, and present a case study showing how the Merlon Australian Share Income Fund attempts to increase income, earn more franking credit rebates and still achieve capital growth – all while not taking on any additional market risk.

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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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