TM Merlin Fund Income

The TM Merlin Fund seeks long-term growth by actively managing a diverse global portfolio primarily composed of at least 70% equities and investment-grade bonds from companies and governments worldwide. In addition to these core holdings, the fund may include a variety of other assets such as supranational bonds, listed real estate, investments in other funds, as well as money-market instruments and cash. The management team selects investments based on thorough analysis of global economic trends and the prospects and creditworthiness of individual companies to build a balanced and growth-oriented portfolio.