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RETIREMENT INCOME SPECIALIST

Striving to preserve your savings and deliver you income so you can focus on life after work

Specialist Australian equity income manager

Focused on delivering Australians better investment outcomes in the lead-up to and during retirement, we aim to not only preserve your savings while delivering you regular income, but grow your capital in a risk-controlled way so you may have more for longer.

Find out how in our short video.

Vertium Equity Income Fund

Suitable for investors looking for lower-risk equity market exposure or drawing down on their savings, our Fund aims to deliver relative to the Australian share market:

• More income
• Less risk
• Greater returns

News

A different investment approach

“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

Platform availability