Echoes of the Nifty-Fifty bubble
Quality investing, a strategy focused on companies with strong financials and consistent performance, has become a dominant force in recent
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Income from equities with a focus on capital preservation
Money magazine’s Best of the Best Awards - Australian Equity Income 2024
Financial Standard Leadership Award - Australian Equity Income Focused 2023
A solution for Australian income investors
16.8%
Increase in living costs a challenge for retirees
1
30%
Less volatile than the Australian sharemarket
7%
Grossed-up income projected over the medium term p.a.
Are you an investor wanting exposure to the equity market, but concerned about the loss of significant capital if markets decline?
The Vertium Equity Income Fund may be for you. It is designed to provide an attractive income stream of 6-8% p.a. through the market cycle, with a focus of lowering the risk and magnitude of any drawdown of your capital.
1
Capital preservation focus
Vertium has low market risk sensitivity (beta)
2
Attractive income yield
Dividends, franking credits plus conservative option income sustains high level of income
3
Defensive allocation
May be blended with other equity strategies, to potentially lower overall portfolio risk
The case for Vertium
Why equities?
Equities can offer investors a blend of yield, liquidity, franking and total returns that no other asset class can provide. But equity markets can be volatile, creating a difficult choice if you need higher income.
Why low risk equities?
By reducing the sensitivity of the equity investment to the equity market (known as Beta), the risk of capital loss can be reduced. This may potentially limit downside loss and help extend the lifetime of a retirement portfolio by many years.
Who is the fund designed for?
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Retirees and conservative investors
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Self-managed super funds
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Institutions seeking lower-risk diversification
Why Vertium for equity income?
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Focus on capital preservation
Vertium has a low market risk sensitivity (beta) compared to its benchmark
Our Experience
An experienced Sydney-based fund manager with a long term industry track record
Equity income is all we do
One of the few equity income specialists in Australia, with a 100% focus on low-risk equity income
Committed to service your needs
Supported by its distribution and business partner Copia
Latest News
Stay up to date with the latest performance
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Based on the five-year increase in the ASFA Retirement Standard benchmark for comfortable retirement for couples, up from $60,604 in June quarter 2018, to $70,806 in the June quarter 2023. https://www.superannuation.asn.au/resources/retirement-standard
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