Vertium wins Best Investment Manager in the Australian Equities Income Category

Vertium Asset Management was honoured to be awarded the Best Investment Manager in the Australian Equities Income category for the 2024 Money Magazine Best of the Best Awards. The winners were announced at a Sydney awards event on 6 December 2023.

Money Magazine’s annual Best of the Best Awards recognises the leading financial product and service providers in Australia, designed to help Australians grow their personal wealth through the magazine’s independent research and insights into the country’s best-value providers.

Rainmaker Information, publisher of Money Magazine, has been reviewing investment managers for more than 20 years. The multi-phase process includes identifying factors such as monthly performance changes, market volatility, peer comparison, and highest returns per unit of risk. For the 2024 Best Investment Manager award, the review was conducted over short-, medium-, and long-term investment periods to June 30, 2023.

In addition to this award, in June 2023, Vertium Asset Management was also awarded the Financial Standard Leadership Award in the Australian Equities Income Focused category.

Jason Teh, Vertium Asset Management Chief Investment Officer noted “We are honoured to be recognised as the Best Investment Manager for the Australian Equities Income category by Money Magazine. The continued recognition of the Vertium Equity Income Fund across the industry is important as we continue to grow investors to help them achieve their financial goals.”

The Vertium Equity Income Fund was launched in April 2017 and aims to provide a higher level of income and lower volatility than the S&P/ASX 300 Accumulation Index, with the potential for capital growth over the medium to long term.

Jason Teh, Chief Investment Officer at Vertium Asset Management accepts the award presented by Money Magazine

DISCLAIMER: This material has been prepared by Associate Global Partners Limited (AGP) ABN 56 080 277 998 and AGP Investment Management Limited (AGP IM) ABN 26 123 611 978, AFSL 312247. AGP IM is a wholly owned subsidiary of AGP, a financial services business listed on the ASX (APL).

This material is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific individual. As such, before acting on any information contained in this material, individuals should consider whether the information is suitable for their needs. This may involve seeking advice from a qualified financial adviser. Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the Responsible Entity of the Vertium Equity Income Fund. A current Product Disclosure Statement (PDS) is available by visiting vertium.com.au. A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this material are subject to change without notice and Copia is under no obligation to update or keep any information contained in this material current.