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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