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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

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:

Vertium Equity Income Fund

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:

• Greater income return than the S&P/ASX 300 Accumulation Index yearly
• Lower absolute risk than the index yearly
• Greater total return than the index on a rolling five-year basis

News

Different investment needs
demand 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