About the Fund
The Fund is a concentrated portfolio of large and mid-cap Australian shares.
Why this fund
The Fund is suitable for investors who are seeking high levels of return and are comfortable with a high level of volatility with a view to invest for at least five years.
Fund Facts
Interests in the Merlon Concentrated Australian Share Fund ARSN 617 082 238 are offered by Fidante Partners Limited (ABN 94 002 835 592 AFSL 234 668). 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.