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.
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.
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:
|Clime Smaller Companies Fund (Wholesale)||-9.90%||-1.50%||5.20%||11.10%||30.50%||17.40%||19.10%|
|Clime Australian All Cap Equities Fund||-10.00%||-6.40%||-0.10%||-0.50%||9.30%||6.60%||9.00%||9.00%|
|S&P ASX 200 Accumulation||-7.70%||-5.20%||-0.60%||-0.10%||8.60%||7.80%||8.60%||8.30%|
|Clime Australian Income Fund (Wholesale)||-1.20%||0.10%||1.20%||2.30%||6.20%||5.20%||5.50%||6.50%|
|Benchmarks RBA Cash rate + 3%||0.30%||0.90%||1.90%||2.60%||4.10%||4.30%||4.40%||4.60%|
|International Fund (Wholesale)||-5.30%||-1.80%||2.40%||5.00%||11.20%||10.40%||10.90%||9.10%|
|Benchmarks (MSCI World as Is)||-4.90%||-1.70%||5.40%||8.10%||11.60%||10.80%||10.50%||10.30%|
For more information
Our distribution team are available to work with you and your dealer groups to facilitate Approved Product List processes, one off approvals, new platform requests and presentations to your research teams.
For more information contact: Scott Briggs, Business Development Manager.
Advisers can access Clime’s investment solutions in the following ways:
- 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
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.
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.
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