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Australian equity income is all we do​

Vertium was established with the simple goal of providing Australian retirees an equity income solution that is lower risk than the rest 

About

Vertium Asset Management

Established in 2017, Vertium Asset Management is a Sydney-based Australian equity fund manager.

 

Vertium founder Jason Teh successfully managed a portfolio with a similar investment style at another Australian fund manager, before launching Vertium in partnership with Copia.

Vertium was created to fill a perceived void in the market for retirement portfolios: a strategy that can provide income (and capital growth potential) from investing in Australian shares, with a genuine focus on capital preservation and lower sensitivity to volatile market movements.

Unique

Sustainable income, low volatility and reasonable capital growth designed for retirement (or conservative) portfolios

Capital preservation focus

Lower drawdown than the Fund’s Index during Global Financial Crisis (2009), Euro Crisis (2012), US and China slowdown (2015), Global slowdown (2018), COVID crisis (2020)

100% focus

Well-resourced tam with over 60 years of combined investment experience focused on one concentrated portfolio

Alignment of interests

Staff ownership and investment in the Fund ensure interests are aligned with investors