Vertium Asset Management Pty Ltd is a corporate authorised representative (CAR) of Copia Investment Partners Ltd.
This document is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific reader.
As such, before acting on any information contained in this document, readers should consider whether the investment is suitable for their needs. This may involve seeking advice from a qualified financial adviser. Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the issuer of Vertium Asset Management’s (Vertium Asset Management Pty Ltd ABN 25 615 639 659) portfolios. It is important readers carefully consider the risks of investing in the Vertium Equity Income Fund and that they understand the value of investments will vary over time, the level of returns will vary and future returns may differ from past returns, returns are not guaranteed and investors may lose some, or all, of their capital, laws affecting registered managed investment schemes may change in the future, and the level of risk for each investor will vary depending on a range of factors including age, investment time frames, where other parts of an investor’s wealth is invested and an investor’s risk tolerance. To invest, contact Copia on 1800 442 129 or email clientservices@copiapartners.com.au or visit vertium.com.au. Any opinions or recommendations contained in this document are subject to change without notice and Copia is under no obligation to update or keep any information in this document current.
The Lonsec Rating (assigned October 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Vertium Asset Management product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings