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Vertium Asset Management

Equity Income for Retirees

About Vertium

An equity income specialist with a focus on capital preservation

Proven capital preservation in volatile markets makes Vertium potentially suitable for retirement portfolios and other defensive investment strategies

Actively managed: Vertium seeks to invest in quality companies with attractive valuation and the Fund has a defensive option overlay

 
 

Investment Team

Jason Teh

Jason Teh

Chief Investment Officer

MFin, BSc

Tomas Vasquez

Tomas Vasquez

Portfolio Manager/Equity Analyst

BEng, MAppFin, CFA

Daniel Mueller

Daniel Mueller

Portfolio Manager/Equity Analyst

BCom, GDipAppFin, CA, CFA

Trent Crawley

Trent Crawley

Equity Analyst

BCom, CAIA, CFA

 

Fund Summary

Fund Facts

Vertium Equity Income Fund

The Vertium Equity Income Fund is designed for investors looking for lower risk equity market exposure or those drawing down on their savings. The Fund invests in quality Australian companies with attractive valuations that pay consistent and sustainable distributions with the aim of delivering more income with less risk than the Australian share market.

Ratings*

Zenith - Recommended
Lonsec - Recommended

Fund Resources

Responsible Entity

 

Inception Date

Objective

APIR

Number of Stocks

Investment Time Frame

Minimum Initial Investment

Minimum Additional Investment

Distributions

Benchmark
 

Management Fee

Performance Fee

Copia Investment Partners

 

April 2017

Higher income, lower volitility/drawdown than index.

OPS1827AU

20-40

At least 5 years

$20,000

$5,000

Quarterly

 

S&P/ASX 300 Accumulation Index

 

Management fee: 0.97% p.a. (including GST net of RITC)

n/a

Invest with Vertium

Before you invest in a Copia fund you must read the relevant Product Disclosure Statement, complete the Application Forms fully and correctly, and lodge according to the instructions provided.  ​It is important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. We strongly recommend that you seek independent financial advice before making an investment decision.

If you have any questions, please contact a member of our friendly Client Services Team:

 

P  1800 442 129 (free call within Australia)

P  +61 3 9602 3199

E  clientservices@copiapartners.com.au

 
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