Merlon Capital Partners
Merlon is a boutique fund manager specialising in equity income strategies. Merlon commenced operation in May 2010, with the ambition of providing high quality, tailored investment management services to investors. By investing in undervalued, high-yielding Australian blue-chips using a distinctive 'quality value' investment style, Merlon aim to tap into a strong, tax-effective dividend stream.
This approach provides the investment with the potential to outperform the market across a range of trading conditions, while delivering significantly less volatility, making Merlon's products an attractive investment for both income-oriented investors seeking to minimise risk through a defensive investment with the potential for capital growth.
Prior to establishing Merlon , the majority of the principals worked together at Challenger Limited for 5 years managing over $650 million in funds.
| Name of fund | Asset class | Download |
|---|---|---|
|
Australian shares (equity income) |
Retail PDS (2MB) Wholesale PDS (2MB) IDPS PDS (252KB) |
Merlon also manages the Merlon Australian Equity Income Fund which is closed to new investments.
