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.

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.

E: sbriggs@clime.com.au

P: 0490 306 613

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 FundsInvestment Administration Platform
Macquarie WrapHUB24
(IDPS & Super)
NETWEALTH
(IDPS & Super)
PRAEMIUMBT PANORAMA
Clime All Cap Australian Equities Fund
Clime Smaller Companies Fund
Clime Australian Income Fund
Clime International Fund
Sterling Clime Separately Managed Accounts

  • Conservative / pension

  • Balanced

  • Balanced / pension

  • Growth

  • Australian equities