CFS FC W PSup-Merlon Aust Share Income
FSF0959AU
CFS FC W PSup-Merlon Aust Share Income FSF0959AU Strategy
Merlon's investment approach is to construct a portfolio of undervalued companies, based on sustainable free cash flow, in broadly equal weights whilst using options to overlay downside protection on holdings with poor short-term momentum characteristics. An outcome of the investment style is a higher level of tax-effective income along with the potential for capital growth over the medium-term.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
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Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,109.40 | 52.50 | 0.58% |
| CAC 40 | 8,042.27 | 92.09 | 1.16% |
| DAX 40 | 23,931.51 | 361.55 | 1.53% |
| Dow JONES (US) | 46,987.10 | 74.80 | 0.16% |
| FTSE 100 | 9,744.15 | 61.58 | 0.64% |
| HKSE | 26,649.06 | 407.23 | 1.55% |
| NASDAQ | 23,004.54 | 49.46 | -0.21% |
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| NZX 50 Index | 13,617.48 | 18.27 | 0.13% |
| S&P 500 | 6,728.80 | 8.48 | 0.13% |
| S&P/ASX 200 | 8,835.90 | 44.10 | 0.50% |
| SSE Composite Index | 4,018.60 | 21.04 | 0.53% |