Global Multi Asset Class Portfolios

Overview

Vertazen Group have a range of multi-asset class portfolios with various risk profiles and investment objectives. Clients can further customise portfolios to suit their specific investment objectives and risk profile.

Portfolios are managed by a team of experts using internal and external resources of Vertazen Group to deliver risk managed high quality portfolios and achieve the investment objective.

Client retains complete control of the investment program, with in built flexibility to change the portfolio structure at any time.

Convenient for client- via outsourcing investment management can enjoy life ʹtravelʹ or ʹworkʹ and not worry about the day to day management of their investment portfolio.

Timely Taxation reporting, and transparent online access to see all investments, income, transactions, fees.

Safe custody with Vertazen Group and CitiGroup (Global Sub-Custodian).

Flexible, multi-asset class discretionary portfolio with full range of asset classes/investments.

Fund Information

	1 MONTH	3 MONTH	6 MONTH	1 YEAR	2 YEAR P.A.	3 YEAR P.A.	5 YEAR P.A.	SINCE INCEPTION P.A.	SINCE INCEPTION CUMULATIVE	INCEPTION DATE
Vertazen Group BALANCED MODEL	1.68%	4.31%	4.41%	16.60%	13.27%	5.06%	7.16%	8.07%	82.40%	DEC 2016
Vertazen Group GROWTH MODEL	1.90%	4.89%	4.73%	19.88%	15.85%	5.90%	8.74%	9.74%	105.44%	DEC 2016
Vertazen Group HIGH GROWTH MODEL	2.01%	5.28%	5.00%	21.68%	17.14%	6.26%	9.42%	10.53%	117.21%	DEC 2016

CURRENCY	USD, EUR, GBP. Multi-Currency.
DISTRIBUTIONS	Quarterly, Variable
INVESTMENT AMOUNT	Standard portfolio minimum $500,000 USD Bespoke portfolio minimum $2,000,000 USD
LIQUIDITY	Flexible – generally daily
INVESTMENT MANAGER	Vertazen Group
PORTFOLIO ADMINISTRATOR	Sarah Orenstein

Investment Strategy

Disciplined investment process with experienced investment personal. Our goal is to bring institutional investment and risk management to the private client world.

Active Management

Vertazen Group select a blend of actively managed funds and passively managed funds. Vertazen Group Investment Committee actively manage the Tactical Asset Allocation with the aim of minimising portfolio drawdowns and maximising long term returns.

Experienced Team

Our internal investment committee has over 70 years global investment management experience in the full range of asset classes.

Institutional Approach

Vertazen Group supplement internal resources with the use of quantitative and qualitative external research providers and well known trading banks, brokerage firms and fund managers.

Globally Diversified

Vertazen Group build well diversified portfolios across a range of asset classes, currencies and investment markets with varying risk profiles.

Benefits of Vertazen Group Investment Offering

Disciplined investment process with experienced investment personal. Our goal is to bring institutional investment and risk management to the private client world.

Secure

All products in managed in accordance with your Investment Program and held securely in Custody with one of Australiaʼs largest custodians.

Europe or Global

All tax, administration and reporting is taken care of for you.

Flexible & Liquid

Switch between different investments at any time. Multiple currencies supported and completely customisable portfolios.

Multi Currency

Your Vertazen Group portfolio can hold up to 15 currencies including USD, EUR, HKD, YEN and GBP.

In Control

Choose your own risk profile and customise portfolio investments to meet your investment objectives via your own specific Investment Program.

Transparency

Your personal investment portfolio can be viewed at any time through our dedicated web portal – Vertazen Group Investor Portal.