Merlon Concentrated Australian Share A
HOW2217AU
Merlon Concentrated Australian Share A HOW2217AU Strategy
Merlon believes that stocks trading below fair value will outperform through time. Merlon measures value by sustainable free cash flow yield. Merlon’s investment approach is to build a portfolio invested in companies with valuation upside on a broadly equal weight basis. Merlon aims for the Fund to be
fully invested in a concentrated number of large and mid-cap companies listed on the ASX. Merlon views franking credits similarily to cash and takes a medium to long term view for investments in the Fund.
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.
Funds News & Analysis
funds
The investment philosophy that convinced advisers to stop chasing winners
The investment manager that every adviser knows, but many individual investors don’t.
funds
6 Investment Lessons from legendary fund manager
Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,968.50 | 25.00 | 0.28% |
| CAC 40 | 8,340.11 | 1.30 | 0.02% |
| DAX 40 | 24,846.69 | 15.71 | 0.06% |
| Dow JONES (US) | 51,839.26 | 307.16 | -0.59% |
| FTSE 100 | 10,524.76 | 75.61 | -0.71% |
| HKSE | 25,066.65 | 76.40 | -0.30% |
| NASDAQ | 25,508.07 | 12.17 | -0.05% |
| Nikkei 225 | 65,255.68 | 1,114.56 | 1.74% |
| NZX 50 Index | 13,678.86 | 17.17 | -0.13% |
| S&P 500 | 7,443.28 | 14.41 | -0.19% |
| S&P/ASX 200 | 8,785.40 | 28.40 | 0.32% |
| SSE Composite Index | 3,808.97 | 12.69 | 0.33% |