Fund Reports – 2024

Keep up to date with the latest performance figures and portfolio analytics for the Merlon Australian Share Income Fund and Merlon Concentrated Australian Share Fund.

You should read the Fund’s Target Market Determination (TMD) and the Fund’s Product Disclosure Statement (PDS) to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. These documents are available on the Apply Now page on this website.