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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

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.

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Vertium Equity Income Fund

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.

News

Tomas Vasquez joins Vertium as Portfolio Manager / Equity Analyst

Vertium Asset Management has appointed Tomas Vasquez as Portfolio Manager/ Equity Analyst, reporting to Chief Investment Officer Jason Teh. Tomas has over 15 years’ experience in equity research. Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual for over four years. Tomas has also held similar roles at CBA, ABN AMRO and Aspect […]

VIDEO | March quarter fund wrap-up

VIDEO | Watch Chief Investment Officer, Jason Teh, discuss performance and portfolio holdings in the March quarter wrap-up.

Latest report | Vertium Equity Income Fund

QUARTER TO 31 MAR 2019 | The Vertium Equity Income Fund returned 4.67% for the March quarter. View report

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

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