Merlon Capital Partners

Merlon is a boutique fund manager based in Sydney, Australia, specialising in equity income strategies. Merlon commenced operation in May 2010, with the objective of providing high quality, tailored investment management services to investors.

Prior to establishing Merlon, the majority of the principals worked together at Challenger Limited.

Merlon's investment approach is to build a portfolio of undervalued high dividend yielding companies and to then reduce some risk through the use of derivatives. Merlon aims for the Fund to be fully invested in large and mid-cap companies listed on the ASX, which are selected based on Merlon's investment philosophy.


Name of fund  Asset class  Download 

Merlon Australian Share Income Fund

Australian shares (equity income)

PDS
Additional Information Booklet

Application forms

Merlon Australian Share Fund

Australian shares

Only available to Institutional Investors

Merlon also manages the Merlon Australian Equity Income Fund which is closed to new investments.