High Performing
Investment Solutions
This includes access to Clime’s high performing investment solutions. Managed by Clime’s investment team of 11 staff with more than 160 years’ experience, these solutions cover a range of single asset class and multi-asset class solutions. Clime also offers monthly market commentary and a quarterly asset allocation ‘dashboard’ with dynamic tilts, to keep your clients informed of what’s happening in markets and what that means for them.
Products &
Services
Managed Funds
Clime’s managed funds are designed to meet a broad range of investor needs, offering portfolio diversification and access to our unique investment process and portfolio management expertise.
– As rated by SQM Research and Atchison Consultants (Clime CBG Australian Equities Fund)
Separately Managed Accounts (SMAs)
Clime is the investment manager for a Queensland-based dealer group and has constructed bespoke SMAs for the group’s advisers. These are available on the Premium and Netwealth investment platforms. Clime has also recently launched the Clime Balanced, Clime Growth and Clime High Growth multi-asset class SMA’s, available on the Praemium investment platform.
Investment
Performance
Clime’s investment performance seeks to outperform benchmarks at lower levels of risk than the market. The performance of Clime’s investment solutions for advisers are as follows:
| 1 MONTH | 3 MONTH | 6 MONTH | FYTD | 1-YEAR | 2-YEARS | 3-YEARS | INCEPTION | |
|---|---|---|---|---|---|---|---|---|
| Clime Smaller Companies Funds Wholesale | 1.10% | 1.70% | 13.90% | 13.90% | 39.70% | 19.80% | - | 21.60% |
| Benchmark | -1.10% | -1.30% | 6.90% | 6.90% | 12.00% | 10.90% | - | 10.60% |
| EXCESS RETURN | 2.20% | 3.00% | 7.00% | 7.00% | 27.70% | 8.90% | - | 11.00% |
| Clime Australian Income Fund Wholesale | -0.40% | 0.20% | 1.70% | 1.70% | 8.60% | 4.50% | 5.70% | 6.60% |
| Benchmarks RBA Cash rate + 3% | 0.30% | 0.90% | 1.90% | 1.90% | 4.20% | 4.40% | 4.40% | 4.60% |
| EXCESS RETURN | -0.70% | -0.70% | -0.20% | -0.20% | 4.40% | 0.10% | 1.30% | 2.00% |
| Clime Australian All Cap Equities Wholesale | -0.70% | 1.20% | 5.60% | 5.60% | 30.50% | 10.70% | 10.90% | 9.50% |
| S&P ASX 200 Accumulation | -2.20% | 0.70% | 3.10% | 3.10% | 23.40% | 9.50% | 10.30% | 8.60% |
| EXCESS RETURN | 1.50% | 0.50% | 2.50% | 2.50% | 7.10% | 1.20% | 0.60% | 0.90% |
| Clime International Fund Wholesale | 4.00% | 3.10% | 3.30% | 3.30% | 18.00% | 11.30% | 11.10% | 9.60% |
| Benchmarks (MSCI World as Is) | 2.40% | 4.60% | 4.20% | 4.20% | 14.20% | 12.10% | 11.40% | 10.70% |
| EXCESS RETURN | 1.60% | -1.50% | -0.90% | -0.90% | 3.80% | -0.80% | -0.30% | -1.10% |
Accessing Clime’s
Investment Solutions
Advisers can access Clime’s investment solutions in the following ways:
Managed Funds
- Clime CBG Australian Equities Fund: Macquarie Wrap
- Clime Smaller Companies Fund: Netwealth, Praemium, Hub24
- Clime Australian Income Fund: Netwealth, Praemium, Hub24
- Clime International Fund: Netwealth, Praemium
| Managed Funds | Investment Administration Platform | |||
| Macquarie Wrap | HUB24 (IDPS & Super) | NETWEALTH (IDPS & Super) | PRAEMIUM | |
| Clime All Cap Australian Equities Fund | ||||
| Clime Smaller Companies Fund | ||||
| Clime Australian Income Fund | ||||
| Clime International Fund | ||||
Clime Separately Managed Accounts
| ||||
Sterling Clime Separately Managed Accounts
| ||||
Separately Managed Accounts
Clime SMAs are available via the Praemium investment platform.
Economic and Market Commentary and Education
www.climedirectportfolios.com.au
Economic &
Market Commentary
Each quarter, Clime’s investment professionals update our macroeconomic overview. This is translated into actionable strategies via our asset allocation models, where we may take dynamic tilts based on our analysis of markets and the investment outlook.
The insights collected by Clime’s experienced investment team and our asset allocation thought process is available for advisers subject to negotiation. This can include branding information to the Adviser’s business name.
Education
At Clime, we are firm believers in helping advisers and their clients better understand the Australian share market. Our proprietary share valuation service, Clime Direct (www.climedirect.com.au) provides subscribers with access to the same insights and quantitative filtering tools used by Clime’s institutional equities and Fixed Income teams.
Clime Direct is available for advisers at discounted subscription rates. Advisers can also make Clime Direct available for clients should they choose, including with the adviser’s business branding, with bulk subscriptions available, which are subject to negotiation.
Adviser Q&A
Get the inside scoop with
Clime’s weekly
Investment report
Join over 42000 subscribers who benefit from our financial insights and market recommendations each week.
Don’t miss out on our latest investment report written by The Clime Investment team.
