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Income from equities with a focus on capital preservation

Money magazine’s Best of the Best Awards - Australian Equity Income 2024
Financial Standard Leadership Award - Australian Equity Income Focused 2023
A solution for Australian income investors

16.8%

Increase in living costs a  challenge for retirees

1

30%

Less volatile than the Australian sharemarket

​

7%

Grossed-up income  projected over the medium term p.a.

Are you an investor wanting exposure to the equity market, but concerned about the loss of significant capital if markets decline?

The Vertium Equity Income Fund may be for you. It is designed to provide an attractive income stream of 6-8% p.a. through the market cycle, with a focus of lowering the risk and magnitude of any drawdown of your capital.

1

Capital preservation focus

Vertium has low market risk sensitivity (beta)

2

Attractive income yield

Dividends, franking credits plus conservative option income sustains high level of income

3

Defensive  allocation

May be blended with other equity strategies, to potentially lower overall portfolio risk

The case for Vertium
Why equities?
Equities can offer investors a blend of yield, liquidity, franking and total returns that no other asset class can provide. But equity markets can be volatile, creating a difficult choice if you need higher income.
Why low risk equities?
By reducing the sensitivity of the equity investment to the equity market (known as Beta), the risk of capital loss can be reduced. This may potentially limit downside loss and help extend the lifetime of a retirement portfolio by many years.
Who is the fund designed for?
  1. Retirees and conservative investors
  2. Self-managed super funds
  3. Institutions seeking lower-risk diversification
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Why Vertium for equity income?
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Focus on capital preservation
Vertium has a low market risk sensitivity (beta) compared to its benchmark
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Our Experience
An experienced Sydney-based fund manager with a long term industry track record
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Equity income is all we do
One of the few equity income specialists in Australia, with a 100% focus on low-risk equity income
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Committed to service your needs
Supported by its distribution and business partner Copia
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  1. Based on the five-year increase in the ASFA Retirement Standard benchmark for comfortable retirement for couples, up from $60,604 in June quarter 2018, to $70,806 in the June quarter 2023. https://www.superannuation.asn.au/resources/retirement-standard

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DISCLAIMER 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully. The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

© 2023 Vertium Asset Management

The rating issued October 2021 APIR OPS1827AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS1827AU May 2024) referred to in this piece is limited to “General Advice” (s766B 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, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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