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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
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
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

QUARTER TO 31 MAR 2018 | The Vertium Equity Income Fund returned -2.23% for the month of March, outperforming the S&P/ASX 300 Accumulation Index by 1.50%. During the quarter, the Fund distributed one cent per unit to investors and is on track to deliver a yield greater than the market by the end of the financial […]

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20, April 2018
Fund update
Fund star Teh casts light on low-risk winners

Fund star Teh casts light on low-risk winners

THE AUSTRALIAN | It may be the most-hated bull market in history, but there are still some low-risk buying ­opportunities for income-focused ­investors, says Vertium Asset Management chief investment officer Jason Teh. “Every second week you hear a bear market prediction, and that’s a healthy sign,” he told The Australian yesterday. “I’m not seeing ridiculous earnings multiples.” […]

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25, October 2017
ASX | Australian equities
NBN cuts off $5.5b Telstra NBN revenue plan

NBN cuts off $5.5b Telstra NBN revenue plan

THE AUSTRALIAN | “Facing these pressures, there really isn’t that much Telstra can do right now,” Mr Teh said. “It will have to be business as usual, and things are not getting easier; to make money you have to provide services,” he added. “It’s easy to compete on price and disrupt when you are a […]

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31, August 2017
Uncategorized
NBN kills off Telstra $5.5b plan

NBN kills off Telstra $5.5b plan

AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management chief investment officer Jason Teh said Telstra is going through a massive transformation as the NBN rolls out. “In a post 2021 world, Telstra has already highlighted close to $3 billion of earnings are going to disappear,” Mr Teh said. As featured in the Australian Financial Review

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31, August 2017
Uncategorized
Latest report available

Latest report available

MONTH TO 31 JUL 2017 | The Vertium Equity Income Fund report is now available for the month to 31 July 2017. Vertium Equity Income Fund update | July 2017      

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07, August 2017
Fund update