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
Listed Investment Companies monthly performance: January 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,013.30 | 46.70 | 0.59% |
| CAC 40 | 8,034.11 | 95.90 | 1.21% |
| DAX 40 | 22,942.56 | 375.42 | 1.66% |
| Dow JONES (US) | 40,813.57 | 537.36 | -1.30% |
| FTSE 100 | 8,595.96 | 53.40 | 0.63% |
| HKSE | 23,959.98 | 497.33 | 2.12% |
| NASDAQ | 17,303.01 | 345.44 | -1.96% |
| Nikkei 225 | 37,053.10 | 263.07 | 0.72% |
| NZX 50 Index | 12,266.25 | 57.20 | 0.47% |
| S&P 500 | 5,521.52 | 77.78 | -1.39% |
| S&P/ASX 200 | 7,789.70 | 40.60 | 0.52% |
| SSE Composite Index | 3,419.56 | 60.83 | 1.81% |