How the Fund Works
The Merlon Australian Share Income Fund uses a combination of fundamental research, portfolio diversification and downside protection, with the aim of providing investors with sustainable, growing, tax effective monthly income.
In this video series, we break down these components to show you how the fund works.
You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. These documents are available on the Apply Now page on this website.