top of page

Vertium wins Best Investment Manager in the Australian Equities Income Category

rduong44
Dec 13, 2023
1 min read

Vertium Asset Management was honoured to be awarded the Best Investment Manager in the Australian Equities Income category for the 2024 Money Magazine Best of the Best Awards. The winners were announced at a Sydney awards event on 6 December 2023.


Money Magazine's annual Best of the Best Awards recognises the leading financial product and service providers in Australia, designed to help Australians grow their personal wealth through the magazine's independent research and insights into the country's best-value providers.


Rainmaker Information, publisher of Money Magazine, has been reviewing investment managers for more than 20 years. The multi-phase process includes identifying factors such as monthly performance changes, market volatility, peer comparison, and highest returns per unit of risk. For the 2024 Best Investment Manager award, the review was conducted over short-, medium-, and long-term investment periods to 30 June 2023.


In addition to this award, in June 2023, Vertium Asset Management was also awarded the Financial Standard Leadership Award in the Australian Equities Income Focused category.

Jason Teh, Vertium Asset Management Chief Investment Officer noted “We are honoured to be recognised as the Best Investment Manager for the Australian Equities Income category by Money Magazine. The continued recognition of the Vertium Equity Income Fund across the industry is important as we continue to grow investors to help them achieve their financial goals.”


The Vertium Equity Income Fund was launched in April 2017 and aims to provide a higher level of income and lower volatility than the S&P/ASX 300 Accumulation Index, with the potential for capital growth over the medium to long term.


Jason Teh, Chief Investment Officer at Vertium Asset Management accepts the award presented by Money Magazine

 
 
 

Comments


DISCLAIMER 

This website and its contents are general in nature and do not constitute or convey personal financial advice. It has been prepared without consideration of anyone’s financial situation, needs, or financial objectives. Before acting on the areas discussed and contained herein, you should consider whether it is appropriate for you and whether you need to seek professional advice. Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. Investors risk losing some or all of their capital invested. Past performance is not a reliable indicator of future performance. The material contained in this website is for information purposes only and is not an offer, solicitation or recommendation with respect to the subscription for, purchase or sale of securities or financial products and neither or anything in it shall form the basis of any contract or commitment. The Company, its related parties and its respective officers may have an interest in the securities or derivatives of any entities referred to in this website. The analyst(s) hereby certify that all the views expressed in this report accurately reflect their personal views about the subject investment theme and/or company securities. Except for any liability which cannot be excluded, the authors of this website accept no liability for any loss or damage suffered by any person as a result of that person, or any other person, placing any reliance on the contents of this website.

Vertium Asset Management Pty Ltd (ABN 25 615 639 659), is a Corporate Authorised Representative (Corporate Authorised Representative Number 001258758) of Clime Asset Management Pty Ltd (ABN 72 098 420 770), AFSL 221146.

bottom of page