To deliver Australians a better investment outcome in the lead-up to and during retirement, we aim to deliver relative to the Australian share market:
Designed for investors looking for lower-risk equity market exposure or those drawing down on their savings, such as retirees, the Fund aims to provide:
“Pre-retirees and retirees have different investment needs. Drawing regular income from your savings and making your money last can be challenging.
At Vertium, we aim to not only preserve your retirement savings while delivering you regular income, but grow your capital in a risk-controlled way so you may have more for longer.”
Jason Teh, Chief Investment Officer