Vertium Equity Income Fund added to Hub24 and FirstWrap


Jason Teh

The Vertium Equity Income Fund has been added to Hub24 and FirstWrap’s IDPS and superannuation menus.

Launched last year, the triple-objective fund aims to deliver investors more income and higher capital growth at a lower risk.

“We’ve designed the fund for investors looking for lower-risk equity market exposure and, in particular, those drawing down on their savings, such as retirees,” said Vertium Asset Management’s Chief Investment Officer and founder, Jason Teh.

“Pre-retirees and retirees have different investment needs and goals. The fund aims to cater for retirees by investing in attractively valued Australian companies that have the potential to generate more income and reasonable capital growth, but with less risk than the share market.”

“We’re delighted financial advisers will now have access to the fund via both Hub24 and FirstWrap. We think there is an unmet need, particularly in servicing retirees in the decumulation phase, and believe our triple-objective approach gives advisers the opportunity to offer their clients the potential to achieve superior investment outcomes in the lead-up to and during retirement,” Teh said.

Today’s announcement follows the fund’s ‘Recommended’ rating from research house, Lonsec, last year.

Congratulating Vertium, Sam Baillieu, CEO of Vertium’s parent company, Copia Investment Partners, said, “It is a great result for Vertium to follow up their Recommended rating with the fund’s inclusion on the Hub24 and FirstWrap platforms well within their first year of business.”

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