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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

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

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14, December 2018
Australian equities | Australian shares | Fund update
Latest report | Vertium Equity Income Fund

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

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

VIDEO | June quarter fund wrap-up

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

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31, July 2018
Australian equities | Australian shares | Video
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
APPLICATION AND WITHDRAWAL PROCESSING TIMES | JULY 2018

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

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

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