Four-Star Rating From Morning Star For Merill Total Return Income Fund

To complement the steady growth of Merill SICAV p.l.c, a new advertising campaign was launched where the athletes which represent each sub-fund have been translated into young promising Maltese athletes.

Jesmond Mizzi Financial Advisors is pleased to announce that Merill Total Return Income Fund, one of the sub-funds of Merill SICAV p.l.c. achieved a four-star rating from Morning Star Inc., for the first quartile performance of 2017, 2018 and year-to-date. Morning Star Inc. an investment research company which was founded thirty-five years ago in the US, provides investment research and influential recommendations in the asset management industry.

Merill SICAV p.l.c. launched its first sub-fund in April 2016, the Merill Total Return Income Fund with an initial seed capital of €15 million. In January 2017, two new sub-funds were launched – Merill Global Equity Fund and Merill High Income Fund. A new sterling hedged share class of the Merill High Income Fund was the latest addition to the range of funds, launched earlier this year. All the sub-funds have registered a positive performance and good results in the past months. A Morning Star rating is generally given to funds which have been active for at least three years, hence the accreditation for the Merill Total Return Income Fund. Interestingly to note that in just over three years the total assets under management for Merill SICAV p.l.c. exceeded a remarkable €92 million.

Jesmond Mizzi, Managing Director of Jesmond Mizzi Financial Advisors expressed his satisfaction for the positive performance of the Merill Funds and especially for the four-star rating from a highly reputable firm such as Morning Star Inc. "We have always been avid believers of funds and the important role they play in diversification. This was precisely why we set-up our own in-house Merill Funds. Our asset management expertise on UCIT funds provides in-depth research and offers diversified solutions to maximize returns and achieve clients’ investment goals."

To complement the steady growth of Merill SICAV p.l.c, a new advertising campaign was launched where the athletes which represent each sub-fund have been translated into young promising Maltese athletes namely gymnast Sana Grillo, weightlifter Yazmin Zammit Stevens and basketball player David Bugeja. With reference to the campaign, Mr. Mizzi added, "The images of athletes represent our active approach in managing the funds. Just like these young talented and energetic athletes are building on their success, our dedicated team of investment professionals is committed to continue to actively manage these funds and provide successful results for the benefit of all investors."

 

 

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