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.
Suitable for investors looking for lower-risk equity market exposure or those drawing down on their savings, we aim to deliver you relative to to the Australian share market more income, less risk and greater returns.
Watch Jason Teh discuss the Fund’s December quarter result.
QUARTER TO 31 MAR 2019 | The Vertium Equity Income Fund returned 4.67% for the March quarter. View report
MONTH TO 28 FEB 2019 | The Vertium Equity Income Fund returned 2.95% for the month of February. View report
Watch Chief Investment Officer, Jason Teh, discuss performance and portfolio holdings in the December quarter wrap-up.
“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
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