Copia Investment Partners is pleased to announce the Vertium Equity Income Fund has been added to five major investment platforms.
The Fund – managed by Vertium Asset Management and distributed by Copia was added to the Macquarie Investment Manager/Consolidator, the Macquarie Super Manager/Consolidator and the AMP MyNorth platforms in December 2019. The Fund has also been included on the MLC 360 and Navigator platforms (as well as MLC 360’s Approved Product List).
The Vertium Equity Income Fund is an Australian equity strategy that seeks to deliver an income stream of 6-8%, with a focus on capital preservation over a market cycle. A key hallmark of its defensive strategy is the Fund’s very low level of sensitivity to sharemarket volatility, particularly in comparison to the overall sharemarket and other Australian equity strategies.
The Fund’s low market sensitivity profile sets it apart from many other equity funds. It is designed for retirees and other defensive investors seeking attractive returns in a low interest rate environment, while being concerned about sharemarket volatility in the long term.
John Clothier, Copia General Manager of Distribution said “the inclusion of the Vertium Equity Income Fund in retirement models and platforms reflects a broader shift as advice groups seek ways to reduce sharemarket volatility for retiree clients, without abandoning equities altogether. This has only been enhanced in a highly-valued equity market.”
The Fund has delivered an income return of 6% per annum since inception in April 2017, with approximately half of the risk of the sharemarket in terms of standard deviation and maximum drawdown (largest decline in its value). The Fund holds approximately 30 stocks and some of its key investments include BHP, Lendlease, James Hardie and ANZ.
The Fund is listed on all major platforms such as BT, IOOF, CFS and Netwealth.
