About the Fund
A portfolio of undervalued companies constructed without regard to index weights, aiming to deliver monthly income with downside protection.
Why this Fund
The Fund suits investors with a view to invest for at least five years and are seeking high levels of return and are comfortable with a moderate level of volatility.
Fund Facts
Interests in the Merlon Australian Share Income Fund ARSN 090 578 171 are offered by Fidante Partners Limited (ABN 94 002 835 592 AFSL 234 668) (Fidante Partners). Fidante Partners has appointed Merlon Capital Partners Pty Ltd (ABN 94 140 833 683 AFSL 343753) as the investment manager of the Fund.
Resources
You should read the Fund's TMD and PDS to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs before making a decision about whether to acquire or continue to hold the Fund.
Ways to Invest
Closed Funds
Merlon also manages the following funds which are being wound up.
Merlon Australian Equity Income Fund (APIR: WAR0002AU) - Unit Price History I Fund Termination Update
MCP Australian Share Income Fund (APIR: EQI0004AU) - Unit Price History I Fund Termination Update