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Income from equities
with a focus on 
capital preservation 

The challenge for Australian income investors

7.1%

Increase in living costs p.a. for comfortable retirement

1

6%

Vertium income yield projected over the medium term p.a.

95%

Decline in term deposit rates

2

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?
  1. Retirees and conservative investors
  2. Self-managed super funds
  3. Institutions seeking lower-risk diversification
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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
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Our Experience
An experienced Sydney-based fund manager with a long term industry track record
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Equity income is all we do
One of the few equity income specialists in Australia, with a 100% focus on low-risk equity income
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Committed to service your needs
Supported by its distribution and business partner Copia
Latest News

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

  1. 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

  2. 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/