Innovatia

Merlon’s Concentrated Value Fund topped Mercer’s list of Australian equity funds for the 12 months to June 30 with a return of 26.5 per cent. It also beat rivals over three months with a return of 6.9 per cent.

Australian Financial Review, July 25, 2023

“We believe people are motivated by short-term outcomes, overemphasise recent information and are uncomfortable having unpopular views”

Web: Email: Phone:

www.merloncapital.com.au info@fidante.com.au

02 8023 5428

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INNOVATIA

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