We are a proud investment partner of Copia Investment Partners, an independent multi-boutique investment management group. Copia is the responsible entity of the Vertium Equity Income Fund and manages the Fund’s administration. Any correspondence you receive relating to your investment in the Fund will be from Copia.
Vertium Equity Income Fund | |
Investors You can invest in the Fund at any time. Call Copia’s Client Services team on 1800 442 129 if you have a general investment enquiry. Speak to your financial adviser if you need help deciding if the Fund is right for you. |
New investors
Minimum initial investment $20,000 Step 1 Step 2 Step 3 PO Box 572, Collins Street West Step 4 Existing investors Minimum additional investment $5,000 Step 1 Step 2 E clientservices@copiapartners.com.au PO Box 572, Collins Street West Step 3 |
Financial advisers You can invest in the Fund on behalf of your clients at any time. Call your local Copia Business Development Manager. |
Direct investment
You can invest directly on behalf of your clients via the Vertium Equity Income Fund PDS with a minimum initial investment of $20,000. Step 1 Step 2 Step 3 PO Box 572, Collins Street West Step 4 |
Institutions | Contact Copia’s General Manager, Distribution, John Clothier on +61 408 488 549 to discuss Vertium’s investment management capabilities. |