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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

Latest report | Vertium Equity Income Fund

QUARTER TO 30 SEP 2018 | The Vertium Equity Income Fund returned -0.42% for the month of September, outperforming the S&P/ASX 300 Accumulation Index by 0.77%. During the September quarter, the Fund paid a distribution of 1.0 CPU. View report

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17, October 2018
Fund update

Latest report | Vertium Equity Income Fund

MONTH TO 31 AUG 2018 | The Vertium Equity Income Fund returned -0.72% for the month of August, underperforming the S&P/ASX 300 Accumulation Index, which returned 1.40%. View report

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07, September 2018
Australian equities | Australian shares

Latest report | Vertium Equity Income Fund

MONTH TO 31 JUL 2018 | The Vertium Equity Income Fund returned 1.34% for the month of July, outperforming the S&P/ASX 300 Accumulation Index by 0.04%. View report

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02, August 2018
Australian equities | Australian shares

The next bluechips to cut their dividends

JASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” Warren Buffet. Yield traps are akin to a retiree couple thinking they’re attending ‘Swan Lake’ only to see Venom perform ‘Welcome to Hell’ […]

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27, June 2018
Blog Post

APPLICATION AND WITHDRAWAL PROCESSING TIMES | JULY 2018

If you make a: new investment additional investment, or withdrawal request into the Vertium Equity Income Fund on or from 30 June 2018, we will process your request after 20 July 2018. This is due to the funds’ half-yearly distributions occurring for the 30 June 2018 period. Unit pricing When we recommence processing applications and […]

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19, June 2018
Fund update | Year-end

FINANCIAL YEAR END DISTRIBUTION TIMETABLE | JUNE 2018

The 2018 financial year end distribution timetable for the Vertium Equity Income Fund is now available and the key dates for the period ending 30 June 2018 are:   Key dates Distribution payment date To be advised Distribution statement date To be advised Tax statement date To be advised   Please note that this is […]

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19, June 2018
Fund update | Vertium Equity Income Fund | Year-end

Caltex: Shrink to grow

SAM DYSON | Investors love companies that can deploy capital at high returns over a long period of time. However, great shareholder returns can also be achieved from companies that shrink their capital base. Take Caltex for example. It operates in an industry perceived to be dying. Vehicles are ever more fuel-efficient, and cheap battery […]

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08, June 2018
Australian equities | Australian shares

Latest report | Vertium Equity Income Fund

MONTH TO 31 MAY 2018 | The Vertium Equity Income Fund returned 0.77% for the month of May, underperforming the S&P/ASX 300 Accumulation Index. View report

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05, June 2018
Uncategorized

VIDEO | March quarter fund wrap-up

Watch Chief Investment Officer, Jason Teh, discuss performance, interest rates and current portfolio holdings in the first quarter wrap-up.  

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11, May 2018
Australian equities | Australian shares | Video