JASON TEH, Chief Investment Officer | “If you bought every company that lost money in 2019 … you’ll be up 65 percent so
October 29, 2020
Income from equities
with a focus on
capital preservation
Income from equities
with a focus on
capital preservation
The challenge for Australian income investors
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.
Capital preservation focus
Vertium has low market risk sensitivity (beta)
Attractive income yield
Dividends, franking credits plus conservative option income sustains high level of income
Defensive portfolio 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?
> Retirees and conservative investors
> Self-managed super funds
> Institutions seeking lower-risk diversification
Why Vertium for equity income?
Focus on capital preservation
Vertium has the lowest market risk sensitivity (beta) compared to peers3
Our Experience
An experienced Sydney-based fund manager with a long term industry track record
Equity income is all we do
One of the few equity income specialists in Australia, with a 100% focus on low-risk equity income
Committed to service your needs
Supported by its distribution and business partner Copia
How to generate sustainable income
The case for defensive equity income
Subscribe to our Latest Report
Latest News
JASON TEH, Chief Investment Officer | “If you bought every company that lost money in 2019 … you’ll be up 65 percent so
One of the most common forms of risk for retirement portfolios is sequencing risk, and with the COVID pandemic creating volatility in financial markets, you
Jason Teh, Chief Investment Officer | 30 June 2020 How do people get richer during a recession? Free money! During past recessions, people
Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a steady stream
Platform availability
