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
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,579.90 | 50.10 | 0.59% |
| CAC 40 | 7,886.69 | 33.22 | 0.42% |
| DAX 40 | 23,767.43 | 71.84 | 0.30% |
| Dow JONES (US) | 42,654.74 | 331.99 | 0.78% |
| FTSE 100 | 8,684.56 | 50.81 | 0.59% |
| HKSE | 23,345.05 | 108.11 | -0.46% |
| NASDAQ | 19,211.10 | 98.78 | 0.52% |
| Nikkei 225 | 37,753.72 | 1.79 | -0.00% |
| NZX 50 Index | 12,786.79 | 94.03 | -0.73% |
| S&P 500 | 5,958.38 | 41.45 | 0.70% |
| S&P/ASX 200 | 8,343.70 | 46.20 | 0.56% |
| SSE Composite Index | 3,367.46 | 13.36 | -0.40% |