There is no bid/offer spread on the High Alpha Fund and the management fee is 1.5% p.a. There is a performance incentive linked directly to the success of the fund, Merrion Investment Managers will share 20% of the excess return over 7% p.a.
Merrion Investment Funds (UCITS)
These funds are available through our relationships with
Rabobank,
AXA and
Canada Life. Please click on the links for more details.
The Balanced Fund was launched in October 2006 to provide balanced long term growth by actively managing the distribution of the portfolio across global markets including equities, property funds, bonds and cash deposits. The split between asset classes is actively managed according to economic conditions, which will normally constitute 60-80% invested in equities.
There is no bid/offer spread on the Balanced Fund and the management fee is 1.50% per annum.
The Growth Fund was launched in October 2006 to capture the capital growth potential inherent in equity markets over the long term. The Fund invests in a diversified portfolio of global equities to achieve long term capital growth through active sector and global allocation.
There is no bid/offer spread on the Growth Fund and the management fee is 1.50% per annum.
The Irish Opportunities Fund was launched in October 2006 to capture the capital growth potential inherent in equity markets over the long term. The Fund invests in equities domiciled in or having substantial business interests in Ireland. The companies may be listed on the Irish Stock Exchange or another international exchange.
There is no bid/offer spread on the Irish Opportunites Fund and the management fee is 1.50% per annum.