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
Chief Investment Officer
MFin, BSc
Tomas Vasquez
Portfolio Manager/Equity Analyst
BEng, MAppFin, CFA
Daniel Mueller
Portfolio Manager/Equity Analyst
BCom, GDipAppFin, CA, CFA
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)
E clientservices@copiapartners.com.au
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