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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 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

VIDEO | September quarter fund wrap-up

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

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16, November 2018
Australian equities | Australian shares | Video
Latest report | Vertium Equity Income Fund

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

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

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

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
Latest report | Vertium Equity Income Fund

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
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 30 APR 2018 | The Vertium Equity Income Fund returned 1.60% for the month of  April, against the S&P/ASX 300 Accumulation Index return of 3.78%. View report  

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03, May 2018
Fund update