15, February 2018
Fund added to BT Wrap


The Vertium Equity Income Fund has been added to BT Wrap’s IDPS and superannuation menus.

“We’re delighted the fund continues to gain traction among financial advisers through its inclusion on BT Wrap. It’s pleasing to see demand for the fund grow,” said Jason Teh, Chief Investment Officer at Vertium Asset Management.

“Among advisers we’re finding there is an increasing need for equity income solutions like Vertium’s, especially as Australians are living longer and need to draw from their savings for a longer period,” said John Clothier, General Manager, Distribution at Copia Investment Partners, Vertium’s parent company.

“Designed for retirees, the fund gives advisers the opportunity to offer a product that may help meet their clients’ long-term income and growth needs, while aiming to reduce risk relative to the Australian share market,” Clothier said.

Launched last year, the fund is ‘Recommended’ by research house, Lonsec and is also available on FirstWrap and Hub24.

As featured in Money Management

Media contact

Jane Harris, Head of Marketing, Copia Investment Partners | +61 9 9691 5410 |

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