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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 servicing your needs
Supported by its distribution and business partner Clime Investment Management

  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 and its contents are general in nature and do not constitute or convey personal financial advice. It has been prepared without consideration of anyone’s financial situation, needs, or financial objectives. Before acting on the areas discussed and contained herein, you should consider whether it is appropriate for you and whether you need to seek professional advice. Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. Investors risk losing some or all of their capital invested. Past performance is not a reliable indicator of future performance. The material contained in this website is for information purposes only and is not an offer, solicitation or recommendation with respect to the subscription for, purchase or sale of securities or financial products and neither or anything in it shall form the basis of any contract or commitment. The Company, its related parties and its respective officers may have an interest in the securities or derivatives of any entities referred to in this website. The analyst(s) hereby certify that all the views expressed in this report accurately reflect their personal views about the subject investment theme and/or company securities. Except for any liability which cannot be excluded, the authors of this website accept no liability for any loss or damage suffered by any person as a result of that person, or any other person, placing any reliance on the contents of this website.

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Vertium Asset Management Pty Ltd (ABN 25 615 639 659), is a Corporate Authorised Representative (Corporate Authorised Representative Number 001258758) of Clime Asset Management Pty Ltd (ABN 72 098 420 770), AFSL 221146.

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