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Striving to preserve your savings and deliver
income so you can focus on life after work
With interest rates at record lows, equities can deliver an attractive and growing income stream while helping to shield retirees against longevity, sequencing and inflation risks.
But how do you invest in equities and get income benefits, without the expected risk?
The Vertium Equity Income Fund (Vertium) invests in ASX-listed companies with a sustainable dividend profile.
The Fund is designed to provide a high degree of capital preservation over a full economic cycle, with very low equity market risk exposure.
The Fund can be used as an income generator and a portfolio risk mitigator particularly in the current market, where equity valuations are stretched and a correction is possible.
Vertium is most likely to display its true defensive equity capability and help preserve capital.
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Aims to provide a tax-effective and attractive income stream – currently projected at 6% per annum
A nimble fund manager that can trade stocks very efficiently, enhancing performance potential
A focus on low risk and capital preservation particularly during periods of equity market stress
An experienced fund manager with a 12-year industry track record
One of the few equity income specialists in Australia, with a 100% focus on equity income
Increase in living costs for comfortable retirement - 4 years to March 20191
Decline in term deposit rates
over past 9 years2
Vertium income yield projected
for the next 12 months3
Loss avoidance is the cornerstone of our investment philosophy.
We prefer to miss out on opportunities than increase the risk of capital loss by chasing higher returns.
Chief Investment Officer
MFin, BSc
Portfolio Manager / Equity Analyst
BEng, MAppFin, CFA
Portfolio Manager / Equity Analyst
BCom, GDipAppFin, CA, CFA
Equity Analyst
BCom, CAIA, CFA
We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA
We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA
We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessary the case with SMA