Merill Strategic Balanced Fund - Product Anniversary

Presented by

Marc El-lazidi, Mark Azzopardi, Jacques Ellul Soler

About this talk

We have the pleasure to inform you that the 14th of October, marks the one year anniversary of our conservative USD return fund: Merill Strategic Balanced Fund. This long-only UCITS fund was designed to adopt a barbell approach for its fixed-income component, and a concentrated equity allocation. The Co-fund Managers Dr Mark Azzopardi & Marc El Lazidi will provide a brief overview of the Merill Strategic Balanced Fund strategy, they will also delve into the performance attribution of the Fund and provide an economic overview of what has gone on during the past year. They will also explain how they are currently positioned and their views moving forward.

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The Merill SICAV plc is a multi-fund structure and has currently established four sub-funds, namely Merill Total Return Income Fund, Merill High Income Fund, Merill Global Equity Income Fund, and Merill Strategic Balanced Fund. It is a self-managed UCITS.