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VIDEO | Virus Volatility and Portfolio Defence - Jason Teh, CIO Vertium Asset Management

Watch Vertium CIO Jason Teh for a timely update on the state of equity markets and what key measures are being pro-actively taken by Vertium to help protect investors’ capital in these volatile and uncertain times. For more information on the Vertium Equity Income Fund, contact a member of the Copia distribution team here.

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09, April 2020
Financial planning | Video

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

MONTH TO 31 JULY 2019 | The Vertium Equity Income Fund delivered returned 2.30% for the month of July, underperforming  the S&P/ASX 300 Accumulation Index, which returned 2.97%. View report

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08, August 2019
Uncategorized

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

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

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

Tomas Vasquez joins Vertium as Portfolio Manager / Equity Analyst

Vertium Asset Management has appointed Tomas Vasquez as Portfolio Manager/ Equity Analyst, reporting to Chief Investment Officer Jason Teh. Tomas has over 15 years’ experience in equity research. Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual for over four years. Tomas has also held similar roles at CBA, ABN AMRO and Aspect […]

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07, May 2019
Uncategorized

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

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

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