VIDEO | June quarter fund wrap-up
Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the second quarter wrap-up.
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 […]
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 […]
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 […]
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
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 […]
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 […]
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.” […]
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 […]
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