Vertex Enhanced Income Fund
- Your source for a fixed 5% yield -
The fund will invest largely in high yield and convertible bonds, preferred shares, high-yielding equities (up to a 25% weight) and government debt including federal, provincial, state and municipal issues. Covered call writing will be used to enhance yield derived from the equity component of the fund.
The fundamental investment objective of the Vertex Enhanced Income Fund is to provide preservation of capital while providing high income by investing primarily in Canadian and United States bonds, debentures, and equities. The secondary objective is to provide capital growth.
John Thiessen, CFA - Mr. John Thiessen is a founding partner and director of Vertex One Asset Management. He has operated as the lead manager of the Vertex Fund since its inception on February 6, 1998. Mr. Thiessen has significant investment experience with 23 years of equity, fixed income and arbitrage investing. He began his career with the Alberta Treasury Investment Management Division, after which he became an Investment Officer with National Trust. He was a Portfolio Manager with HSBC Asset Management before co-founding Vertex One Asset Management. Mr. Thiessen holds the professional designation of Chartered Financial Analyst (CFA) and is a member of the Institute of Chartered Financial Analysts.
- Class B : VRT 700
- Class F : VRT 701
- Low Load : VRT 702
- Minimum Investment :
- $500 (initial)
- $50 (subsequent)
First Quarter Report 2019: The mandate of the Enhanced Income Fund since it started has been to provide our investors with income levels above those of traditional bonds, while also managing risk and volatility. Over the years we’ve successfully fulfilled this mandate. However, in doing so we remain cognizant that broad market declines that may impact multiple asset classes will occasionally happen. We experienced such an uncommon occurrence in the...
All Vertex Funds
- aVertex Fund
- aVertex Managed Value Portfolio
- aVertex Arbitrage Fund
- aVertex Arbitrage Fund Plus
- aVertex Enhanced Income Fund
- aVertex Growth Fund
- aVertex Value Fund
- aVertex Liquid Alternative Fund
- aVertex Liquid Alternative Fund Plus
- aVertex Canadian Equity Alpha Fund
- aVertex U.S. Equity Alpha Fund
- aVertex Bond Alpha Fund