ASX listed subject to liquidity, with a focus on ASX200
25-35
Risk managed through:
i) Fundamental research
ii) portfolio risk constraints
iii) statistical risk analysis
N/A
3-5% p.a.
vs ASX200
Investors seeking capital growth
ASX listed subject to liquidity, with a focus on ASX200
25-35
Risk managed through:
i) Fundamental research
ii) portfolio risk constraints
iii) statistical risk analysis
Hedge overlay targeting 30% market exposure (risk) reduction
1-3% p.a.vs 70% ASX200 / 30% Bank Bills
Investors seeking capital growth with stable, tax effective income
*For further information on the target market for these funds, please read the Target Market Determination located on the fund pages.
Merlon is an Australian-based, employee-owned investment manager — built for advisers and long-term investors who value conviction, capital preservation and stewardship through every market cycle. Our personal capital is invested alongside our clients in the funds we manage.
ASX listed subject to liquidity, with a focus on ASX200
25-35
Risk managed through:
i) Fundamental research
ii) portfolio risk constraints
iii) statistical risk analysis
N/A
3-5% p.a.
vs ASX200
Investors seeking capital growth
ASX listed subject to liquidity, with a focus on ASX200
25-35
Risk managed through:
i) Fundamental research
ii) portfolio risk constraints
iii) statistical risk analysis
Hedge overlay targeting 30% market exposure (risk) reduction
1-3% p.a.vs 70% ASX200 / 30% Bank Bills
Investors seeking capital growth with stable, tax effective income
*For further information on the target market for these funds, please read the Target Market Determination located on the fund pages.
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