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Showing 1 - 10 of 18 results for "Merlon"

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
Prime Super has expanded its roster of domestic investment managers, awarding a new Australian equities mandate to Merlon Capital Partners. The $8 billion fund will utilise Merlon's Concentrated Australian Share strategy, which focuses on high conviction ...

Fidante loses $11.4bn in insto money

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
... billion of the net outflows come from institutional investors. Net outflows also include $0.8 billion of FUM related to Merlon Capital Partners, which Fidante divested last year. Challenger declined to comment on who the institutional investors were ...

Challenger posts mixed Q3 FY25 result

MATTHEW WAI  |  THURSDAY, 17 APR 2025
... and client distributions of $0.3 billion, it said. Net outflows included the derecognition of $0.8 billion of FUM from Merlon Capital Partners, following Challenger's subsidiary Fidante offloaded its interest in the firm last year. Meanwhile, its assets ...

Platinum staffers join Merlon Capital

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Merlon Capital Partners has hired two investment specialists from Platinum Asset Management and invited former AMP chief Andrew Mohl to join a new advisory board. Julian McCormack and Kirit Hira have joined the investment team as portfolio managers. ...

Fidante divests Merlon stake

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Fidante Partners has offloaded its interest in Merlon Capital Partners to the latter's principals and investment team. The divestment of Fidante's minority interest took effect on July 12, with Merlon alerting investors that the multi-boutique arrangement ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... the same period, the Lazard Select Australian Equity Fund topped the table with a 16.9% return. It was followed by the Merlon Concentrated Australian Share Fund (15.5%) and Lazard's Defensive Australian Equity Fund (14.3%). In the Australian equities ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... Australia Select High Dividend Yield Fund with a 3% return. This is followed by Investors Mutual Equity Income Fund (1.5%) and Merlon Wholesale Australian Share Income Fund (1.4%). Rounding out the top performing asset classes for the period were credit ...

Boutique bolsters ESG team

ELIZABETH MCARTHUR  |  TUESDAY, 7 SEP 2021
Fidante-backed boutique Australian equities manager Merlon Capital Partners has hired a new sustainability manager. Rebecca El-Khoury joins the firm from TransGrid, where she was also a sustainability manager. Earlier in her career El-Khoury worked ...

Top equities managers revealed

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... quality/growth managers like ECP Asset Management and Greencape Capital continued to perform well, value managers like Merlon Capital Partners and Dimensional Fund Advisors were also within the upper quartile in the June quarter."

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... Ord, Bennelong ex-20 Australian Equities, Ironbark Karara Australian Share, Ironbark Karara Australian Small Companies, Merlon WS Australian Share Income, Milton Corporation MLT, Mirrabooka MIR, Spheria Australian Smaller Companies, The Montgomery Fund ...
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