Income from equities
with a focus on
The challenge for Australian income investors
Increase in living costs p.a. for comfortable retirement
Vertium income yield projected over the medium term p.a.
Decline in term deposit rates
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.
Capital preservation focus
Vertium has low market risk sensitivity (beta)
Attractive income yield
Dividends, franking credits plus conservative option income sustains high level of income
May be blended with other equity strategies, to potentially lower overall portfolio risk
The case for Vertium
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?
Retirees and conservative investors
Self-managed super funds
Institutions seeking lower-risk diversification
Why Vertium for equity income?
Focus on capital preservation
Vertium has a low market risk sensitivity (beta) compared to its benchmark
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
Vertium, in partnership with Copia
Copia is the exclusive distribution partner of Vertium Asset Management in Australia
Copia brings to the partnership its expertise as a Responsible Entity and fund distributor
The Vertium Equity Income Fund is an Australian unit trust
Stay up to date with the latest performance
Based on the five-year increase in the ASFA Retirement Standard benchmark for comfortable retirement for couples, up from $59,160 in June quarter 2019, to $63,352 in the June quarter 2021. https://www.superannuation.asn.au/resources/retirement-standard
Source: RBA, based on the ten-year decline in the 12 month retail term deposit rate for a $10,000 investment, down from 6.00% in June 2011 to 0.25% in June 2021. https://www.rba.gov.au/statistics/tables/