Designed for investors looking for lower-risk equity market exposure or those drawing down on their savings, such as retirees, the Vertium Equity Income Fund (the Fund) is a portfolio of quality Australian companies with attractive valuations that pays consistent and sustainable distributions.
Over the long term, the Fund seeks to deliver investors relative to the S&P/ASX 300 Accumulation Index:
The Vertium Equity Income Fund is available via the following platforms:
One of the few equity income specialists in Australia, with a 100% focus on low-risk equity income.
Vertium has a low market risk sensitivity (beta) compared to its benchmark.
Supported by its distribution and business partner, Associate Global Partners Limited.
An experienced Sydney-based fund manager with a long-term industry track record.
Established in 2017, Vertium Asset Management is a Sydney-based Australian equity fund manager. Vertium founder Jason Teh successfully managed a portfolio with a similar investment style at another Australian fund manager, before launching Vertium.
Vertium was created to fill a perceived void in the market for retirement portfolios: a strategy that can provide income (and capital growth potential) from investing in Australian shares, with a genuine focus on capital preservation and lower sensitivity to volatile market movements.
Chief Investment Officer
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MFin, BSc
Chief Investment Officer
Jason founded Vertium Asset Management in 2017 and has around 20 years’ Australian equity investment management experience. He leads Vertium’s investment team and is responsible for the firm’s investment philosophy, process and portfolio management.
Before establishing Vertium, Jason was a Senior Portfolio Manager at Investors Mutual. He was the architect of the Investors Mutual Equity Income Fund, which he successfully managed for almost six years. As the second-longest serving employee at Investors Mutual spanning over 16 years, he had a variety of roles including managing a share of the Investors Mutual Australian Share Fund and as an Equity Analyst and Senior Quantitative Analyst.
Portfolio Manager / Equity Analyst
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BEng, MAppFin, CFA
Portfolio Manager / Equity Analyst
Tomas joined Vertium in 2019 as a Portfolio Manager / Equity Analyst. He has around 15 years’ experience across Australian equities and Latin American equity markets. At Vertium, Tomas assists the CIO and is responsible for researching and analyzing Australian companies.
Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual. Prior to Investors Mutual, Tomas held similar roles at the Commonwealth Bank of Australia, ABN AMRO and Aspect Huntley (now Morningstar).
Portfolio Manager / Equity Analyst
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BCom, GDipAppFin, CA, CFA
Portfolio Manager / Equity Analyst
Daniel joined Vertium Asset Management in 2017 as a Portfolio Manager / Equity Analyst and brings with him nearly 15 years’ Australian equity investment management experience. At Vertium, Daniel assists the CIO and is responsible for researching and analyzing Australian companies.
Prior to Vertium, Daniel was a Senior Equities Analyst / Portfolio Manager at Forager Funds where he was responsible for assisting with Forager’s Australian equities portfolio.
Before Forager, Daniel held similar roles at Morningstar, Northward Capital, Investors Mutual, Cannae Capital and MMC Asset Management.
Equity Analyst
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BCom, CAIA, CFA
Equity Analyst
Trent joined Vertium in 2017 as an Equity Analyst. He has around seven years’ investment management experience. At Vertium, Trent is responsible for researching and analysing Australian companies.
Before joining Vertium, Trent was a Trader at Franklin Templeton Investments Australia and an Investment Analyst at Mercer Investments.
Chief Investment Officer
Read Bio
MFin, BSc
Chief Investment Officer
Jason founded Vertium Asset Management in 2017 and has around 20 years’ Australian equity investment management experience. He leads Vertium’s investment team and is responsible for the firm’s investment philosophy, process and portfolio management.
Before establishing Vertium, Jason was a Senior Portfolio Manager at Investors Mutual. He was the architect of the Investors Mutual Equity Income Fund, which he successfully managed for almost six years. As the second-longest serving employee at Investors Mutual spanning over 16 years, he had a variety of roles including managing a share of the Investors Mutual Australian Share Fund and as an Equity Analyst and Senior Quantitative Analyst.
Portfolio Manager / Equity Analyst
Read Bio
BEng, MAppFin, CFA
Portfolio Manager / Equity Analyst
Tomas joined Vertium in 2019 as a Portfolio Manager / Equity Analyst. He has around 15 years’ experience across Australian equities and Latin American equity markets. At Vertium, Tomas assists the CIO and is responsible for researching and analyzing Australian companies.
Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual. Prior to Investors Mutual, Tomas held similar roles at the Commonwealth Bank of Australia, ABN AMRO and Aspect Huntley (now Morningstar).
Portfolio Manager / Equity Analyst
Read Bio
BCom, GDipAppFin, CA, CFA
Portfolio Manager / Equity Analyst
Daniel joined Vertium Asset Management in 2017 as a Portfolio Manager / Equity Analyst and brings with him nearly 15 years’ Australian equity investment management experience. At Vertium, Daniel assists the CIO and is responsible for researching and analyzing Australian companies.
Prior to Vertium, Daniel was a Senior Equities Analyst / Portfolio Manager at Forager Funds where he was responsible for assisting with Forager’s Australian equities portfolio.
Before Forager, Daniel held similar roles at Morningstar, Northward Capital, Investors Mutual, Cannae Capital and MMC Asset Management.
Equity Analyst
Read Bio
BCom, CAIA, CFA
Equity Analyst
Trent joined Vertium in 2017 as an Equity Analyst. He has around seven years’ investment management experience. At Vertium, Trent is responsible for researching and analysing Australian companies.
Before joining Vertium, Trent was a Trader at Franklin Templeton Investments Australia and an Investment Analyst at Mercer Investments.
