CFS FC Inv-Merlon Aust Share Income
FSF0722AU
CFS FC Inv-Merlon Aust Share Income FSF0722AU 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 | 8,845.60 | 51.40 | -0.58% |
| CAC 40 | 8,077.80 | 3.63 | -0.04% |
| DAX 40 | 25,408.64 | 142.11 | 0.56% |
| Dow JONES (US) | 51,828.62 | 478.64 | 0.93% |
| FTSE 100 | 10,695.25 | 15.26 | 0.14% |
| HKSE | 24,510.09 | 251.04 | -1.01% |
| NASDAQ | 27,068.72 | 129.34 | 0.48% |
| Nikkei 225 | 66,364.20 | 850.21 | 1.30% |
| NZX 50 Index | 13,811.11 | 13.72 | -0.10% |
| S&P 500 | 7,743.41 | 39.28 | 0.51% |
| S&P/ASX 200 | 8,665.00 | 37.00 | -0.43% |
| SSE Composite Index | 3,888.37 | 48.15 | -1.22% |