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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
The bubble in quality

The bubble in quality

JASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend that […]

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27, April 2018
Australian equities | Australian shares