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Vertium Equity Income Fund added to multiple platforms

Vertium Equity Income Fund added to multiple platforms

Copia Investment Partners is pleased to announce the Vertium Equity Income Fund has been added to five major investment platforms. The Fund – managed by Vertium Asset Management and distributed by Copia was added to the Macquarie Investment Manager/Consolidator, the Macquarie Super Manager/Consolidator and the AMP MyNorth platforms in December 2019. The Fund has also […]

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23, January 2020
Fund update | Platform
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 30 JUNE 2019 | The Vertium Equity Income Fund delivered a total net return of 4.6% for FY19. View report

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22, July 2019
Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 31 MAY 2019 | The Vertium Equity Income Fund returned 2.01% for the month of May, outperforming the S&P/ASX 300 Accumulation Index, which returned 1.75%. View report

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11, June 2019
Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 30 APRIL 2019 | The Vertium Equity Income Fund returned 2.38% for the month of April, underperforming the S&P/ASX 300 Accumulation Index, which returned 2.46%. View report

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12, May 2019
Fund update
Latest report | Vertium Equity Income Fund

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

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23, April 2019
Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 28 FEB 2019 | The Vertium Equity Income Fund returned 2.95% for the month of February. View report

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13, March 2019
Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 31 JAN 2019 | The Vertium Equity Income Fund returned 2.06% for the month of January, underperforming the S&P/ASX 300 Accumulation Index, which returned 3.87%. View report

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14, February 2019
Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

QUARTER TO 31 Dec 2018 | The Vertium Equity Income Fund returned -4.29% for the December quarter, outperforming the S&P/ASX 300 Accumulation Index by 4.12%. During the period, the Fund paid a distribution of 1.0 CPU. View report

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18, January 2019
Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 30 Nov 2018 | The Vertium Equity Income Fund returned -1.15% for the month of November, outperforming the S&P/ASX 300 Accumulation Index by 1.03%. View report

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14, December 2018
Australian equities | Australian shares | Fund update
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 31 OCT 2018 | The Vertium Equity Income Fund returned -2.85% for the month of October, outperforming the S&P/ASX 300 Accumulation Index by 3.31%. View report

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06, November 2018
Australian equities | Australian shares | Fund update