||Vertium Asset Management
||Copia Investment Partners
||S&P/ASX 300 Accumulation Index
||• Greater income return than the benchmark yearly
• Lower absolute risk than the benchmark yearly
• Greater total return than the benchmark on a rolling five-year basis
|Investment time frame
|| At least 5 years
|Number of stocks
||20 – 40
||• Minimum initial investment: $50,000
• Minimum additional investment: $5,000
||Management fee: 0.97% p.a. (including GST net of RITC)
||• Investors drawing down on their savings, such as retirees.
• Investors seeking lower-risk equity market exposure, such as pre-retirees.
• Investors seeking an active investment approach with an investment horizon of five years or more.
The Lonsec Rating (assigned October 2017) presented on this page is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Vertium Asset Management product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings.
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned June 2018) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines.