Merlon Australian Share Income Fund rated "Highly Recommended"
The Merlon Australian Share Income Fund has received a "Highly Recommended" rating upgrade from Zenith Investment Partners.
The fund invests in large cap equities that deliver regular income, with an active derivative overlay.
“Zenith believes the fund is a compelling offering due to its fundamentally driven investment process and tailored use of derivative strategies, which balances meeting income objectives and providing long-term capital growth. The fund is one of Zenith’s preferred options within the Australian equity income peer group,” Zenith said in their latest Australian shares large companies sector report.
The Merlon fund is one of just 17, out of 126 strategies, that received a "Highly Recommended" rating from Zenith in 2021.