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
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
VIDEO | December quarter fund wrap-up
Watch Chief Investment Officer, Jason Teh, discuss performance and portfolio holdings in the December quarter wrap-up.
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
Latest report | Vertium Equity Income Fund
MONTH TO 30 Nov 2018 | The Vertium Equity Income Fund returned -1.15% for the month of November, outperforming the S&P/ASX 300 Accumulation Index by 1.03%. View report
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
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
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
VIDEO | June quarter fund wrap-up
Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the second quarter wrap-up.
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’ […]