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Tom McBride

Marlin - Fees the Catch, Time to Release

Marlin is one of three listed unit trusts managed by Fisher Funds. Marlin offers NZ retail investors managed international equity exposure with a regular income stream. FINANCIALS Since 2012, Marlin has underperformed the benchmark index in three out of five years, which equates to under performance of -1.06% p.a. In addition, Marlin are paying out 2.4x their cash income received from dividends and interest as dividends to unit holders, an unsustainable strategy during times of adverse market movement. Over the past...
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