Clime Funds

Clime manages investment capital on behalf of a range of investors including private wealth groups, self managed superannuation funds, family offices and individual investors.

CLIME
SMALLER
COMPANIES FUND

Inception Per Annum Return

18.6%

Fund Size

$52.4m

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CLIME ALL CAP AUSTRALIAN 
EQUITIES FUND

Inception Per Annum Return

8.7%

Fund Size

$63.4m

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CLIME
FIXED INTEREST
FUND

Inception Per Annum Return

2.2%

Fund Size

$18.6m

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CLIME
AUSTRALIAN
INCOME FUND

Inception Per Annum Return

5.4%

Fund Size

$39.5m

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CLIME
INTERNATIONAL
FUND

Inception Per Annum Return

8.0%

Fund Size

$96.9m

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Past performance is not a reliable indicator of future performance. Returns are calculated after fees have been deducted and assume distributions have been reinvested. No allowance is made for tax when calculating these figures.Please refer to Product Disclosure Statement/ Information Memorandum relating to the products and consider them before making any decision about whether to invest in the product or not.

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ABOUT CLIME

Research Based
and Results Driven

We use a combination of quantitative and qualitative filters to identify companies that represent value and have high-quality earnings.

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Research Based and Result Driven
About Clime

Discover the Clime
Investment Approach

In developing our investment solutions, Clime considers multiple asset classes including Australian equities, global equities, fixed income, property, hybrid securities, debt and cash to focus on the best ideas and opportunities for our clients.

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About Clime

Helping our investors
navigate the markets is part
of our heritage

Clime aims to help all of our investors and clients in their journey to building wealth. With so many external market forces and uncertainty in the economic environment we aim to make our clients feel assured and navigate with confidence.

Our 150 years of collective
experience in the financial
services industry

Clime commenced operations in 1996 and listed on the ASX in 2001. Since that time, Clime’s national presence and straight talking approach has helped clients understand finance, markets and issues to consider in managing their investments. We seek to inspire clients to take positive action
to improve their wealth.

Our research & quality driven
approach is at the forefront
of our investment process

We use a combination of quantitative and qualitative filters to identify companies that represent value
and have high-quality earnings.

As Seen On:

Our locations

SYDNEY

L12,
20 Hunter St,
Sydney NSW 2000

P: 1300 788 568

F: 02 8917 2155

BRISBANE

L7, Christie,
320 Adelaide St,
Brisbane QLD 4000

P: 1300 788 568

F: 07 8917 2155

MELBOURNE

L35, Suite 6319,
600 Bourke St,
Melbourne, VIC 3000

P: 1300 788 568

F: 03 8917 2155