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Merill Strategic Balanced Fund - Product Anniversary

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.
Recorded Oct 29 2020 31 mins
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Presented by
Marc El-lazidi, Mark Azzopardi, Jacques Ellul Soler
Presentation preview: Merill Strategic Balanced Fund - Product Anniversary

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  • Channel
  • Channel profile
  • Finding the right balance for 2021 Recorded: Apr 8 2021 26 mins
    Dr. Mark Azzopardi, Marc El-lazidi
    Join us as we explore the current macro economic context after witnessing a recent 10-year treasury trajectory exceeding 1.7%. 

    This recent spike in Treasury yields poses a major issue for Bonds and certain equity sectors.
  • AI & Machine Learning Episode 2 Recorded: Mar 11 2021 25 mins
    Denis de Montigny (UCL PhD, CFA U.K. Fintech Leader), Marc El Lazidi (CIO, Head of Asset Management)
    I will once again be joined by Denis de Montigny who has a PhD from University College of London (UCL), is a Fintech leader at CFA U.K. and is a Fintech entrepreneur.

    Denis de Montigny will build upon what he had discussed back in December on the first episode of this series by highlighting the rationale of his project.

    Denis will also bring some light on how the AI he has developed works in the field of Asset Management.
  • Fishing for Yield in Northern Europe Recorded: Feb 4 2021 18 mins
    Marc El-Lazidi, Mark Azzopardi
    As we enter 2021, European investors are struggling to find yield in the current low-interest rate environment. In our webinar, we aim to navigate with you through the Northern European market for high yield. Environmental, Social and Governance will be part of our journey.
  • Artificial Intelligence and Machine Learning - Episode 1 Recorded: Dec 21 2020 18 mins
    Denis de Montigny (UCL PhD, CFA U.K. Fintech Leader), Marc El Lazidi (CIO)
    In this brief webinar, which is the first in the series featuring special guest Denis de Montigny, Denis will talk about the concept and disruptive behaviour of Artificial Intelligence and Machine Learning.

    A discussion will follow with a session of Q&A regarding AI & Denis vision as a Fintech entrepreneur and the potential implications for Asset Management.
  • Thematic Investing & Merill Global Equity Income Fund Recorded: Dec 9 2020 23 mins
    Marc El-lazidi, Dr. Mark Azzopardi, Jacques Ellul Soler
    In this webinar, the Portfolio managers for Merill Funds will be discussing certain themes that are of particular interest to us. These include Go East, Technology and Green Energy. We will give a Macro backdrop to those themes and then dive in and give some company examples in each of the themes.

    To finish off we will briefly introduce our Merill Global Equity Income Fund. You can find the KIID and Factsheet in the attachments section of the webinar along with the presentation for further viewing.
  • Merill Strategic Balanced Fund - Product Anniversary (Repeat) Recorded: Nov 3 2020 31 mins
    Marc El-lazidi, Mark Azzopardi, Jacques Ellul Soler
    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.
  • Merill Strategic Balanced Fund - Product Anniversary Recorded: Oct 29 2020 31 mins
    Marc El-lazidi, Mark Azzopardi, Jacques Ellul Soler
    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.
For professionals only
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.

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  • Title: Merill Strategic Balanced Fund - Product Anniversary
  • Live at: Oct 29 2020 9:00 am
  • Presented by: Marc El-lazidi, Mark Azzopardi, Jacques Ellul Soler
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