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Overview
Search Funds

Our philosophy

Overview

We believe in

Rigorous research

Rigorous research

Bottom up fundamental analysis on high quality companies.

Quality and valuation

Quality and valuation

Proprietary business scoring system.

Diversification

Diversification

Seeking deep pools of growth opportunity across all sectors.

How we research

Idea generation

Idea generation

We screen the market for new ideas.

Quality assessment

Quality assessment

When selecting investments, we ensure that they meet our Investment Committee's stringent criteria.

Financial analysis

Financial analysis

Looking for strong financial strength, profitability and pricing margin.

Glossary

Managed Funds

Quality focus with strong valuation discipline. We believe that attractive long-term risk adjusted investment returns can be achieved through the implementation of a disciplined investment framework, using bottom-up fundamental analysis with an emphasis on high-quality companies and a macro-overlay.

Managed Accounts

Quality focus with strong valuation discipline. We believe that attractive long-term risk adjusted investment returns can be achieved through the implementation of a disciplined investment framework, using bottom-up fundamental analysis with an emphasis on high-quality companies and a macro-overlay.

Separately Managed Account (SMA)

Quality focus with strong valuation discipline. We believe that attractive long-term risk adjusted investment returns can be achieved through the implementation of a disciplined investment framework, using bottom-up fundamental analysis with an emphasis on high-quality companies and a macro-overlay.

Individually Managed Account (IMA)

Quality focus with strong valuation discipline. We believe that attractive long-term risk adjusted investment returns can be achieved through the implementation of a disciplined investment framework, using bottom-up fundamental analysis with an emphasis on high-quality companies and a macro-overlay.

Style and approach

Our investment Process

Quality focus with strong valuation discipline.

We believe that attractive long-term risk adjusted investment returns can be achieved through the implementation of a disciplined investment framework, using bottom-up fundamental analysis with an emphasis on high-quality companies and a macro-overlay.

We invest with conviction and seek to exploit market inefficiencies which are more apparent in the informationally unfamiliar, greatest alpha potential segments of the market which are typically more prevalent outside the ASX50.

Search Funds

Many people take enormous risk trying to outperform an index rather than consistently trying to achieve steady positive returns over the medium to longer term.

John Abernethy
Clime Founder and Chairman

Clime Smaller Companies Fund

Portfolio of high quality smaller Australian companies providing access to strong risk-adjusted total returns.

  • $32.3m
    Fund Size
  • 8.0%
    Return p.a. since inception
  • 75.1%
    Total return since inception
    (24 April, 2017)
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Clime Australian Income Fund

Multi- asset class portfolio that invests in high-quality income generating assets.

  • $103.4m
    Fund Size
  • 5.41%
    Return p.a. since inception
  • 61.35%
    Total return since inception
    (1 July, 2015)
Read More

Clime All Cap Australian Equities Fund

Diversified Portfolio of high quality Australian listed companies providing a balance of both Growth and Income.

  • $52.2m
    Fund Size
  • 8.6%
    Return p.a. since inception
  • 525.6%
    Total return since inception
    (9 April, 2002)
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Clime International Fund

A portfolio that provides investors with exposure to international share markets.

  • $73.0m
    Fund Size
  • 9.52%
    Return p.a. since inception
  • 157.96%
    Total return since inception
    (3 March, 2014)
Read More

Clime Multi Asset Moderate Growth IMA

This is an actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $750,000
    Minimum Investment
  • 6 years
    Minimum Timeframe
  • Multi Asset
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Clime Multi Asset Growth IMA

This is an actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $750,000
    Minimum Investment
  • 6 years
    Minimum Timeframe
  • Multi Asset
Read More

Clime Long Term Quality IMA

An Individually Managed Account (IMA) comprising a concentrated portfolio of high quality companies.

  • $750,000
    Minimum Investment
  • 3 years
    Minimum Timeframe
  • Australian Equity
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Clime Income IMA

A portfolio comprising low volatility investments focused on income and price stability.

  • $750,000
    Minimum Investment
  • 4 years
    Minimum Timeframe
  • Multi Asset Income
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Clime High Conviction IMA

An Individually Managed Account (IMA) comprising a concentrated portfolio of high quality companies.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Australian Equity
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Clime Balanced Ethical Income IMA

An income focused, multi-asset class porfolio, with assets screened for their environmental and social outcomes.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Ethically Focused Income
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Clime Australian Concentrated Equity IMA

An actively managed, diversified portfolio providing exposure to high quality Australian companies.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Australian Equity
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Proactive Portfolios Managed Fund Model SMAs

A range of multi-asset managed fund portfolios providing exposure to assets tailored for varying risk profiles.

  • $5k - $25k
    (depending on platform)
    Minimum investment
  • 5-7 years
    (depending on portfolio risk profile)
    Minimum Timeframe
  • OneVue, BT Panorama, Netwealth
    Platform availability
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Proactive Portfolios Listed Security SMAs

A range of multi-asset listed security portfolios providing exposure to assets tailored for varying risk profiles.

  • $25k- $100k
    (depending on platform)
    Minimum investment
  • 5-7 years
    (depending on portfolio risk profile)
    Minimum Timeframe
  • OneVue, BT Panorama, Netwealth
    Platform availability
Read More

Ralton Australian Equity ex 50

Access smaller Australian businesses with long-term growth potential

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • HUB24, NetWealth, Praemium, OneVue, Xplore, Dash
    Platform availability
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Ralton Leaders

Own blue-chip Australian companies

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • Xplore, OneVue, Praemium
    Platform availability
Read More

Ralton Dividend Builder

Receive tax-effective income from Australian businesses

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • HUB24, NetWealth, Praemium, OneVue, Xplore, Dash
    Platform availability
Read More

Ralton Concentrated Australian Equity

Own some of Australian's best-known companies

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • HUB24, NetWealth, Praemium, OneVue, Xplore, Dash
    Platform availability
Read More

Clime Multi Asset High Growth SMA

An actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $50,000
    Minimum investment
  • 7 years
    Minimum Timeframe
  • Praemium
    Platform availability
Read More

Clime Multi Asset Growth SMA

An actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $50,000
    Minimum investment
  • 6 years
    Minimum Timeframe
  • Praemium
    Platform availability
Read More

Clime Multi Asset Balanced SMA

An actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $50,000
    Minimum investment
  • 5 years
    Minimum Timeframe
  • Praemium
    Platform availability
Read More

Past performance is not a reliable indicator of future performance. Returns are shown here for wholesale investors and 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.

The Team

Portfolio managers

Monash Investors

Monash Investors was established in 2012 with the goal of achieving targeted positive returns of double digits p.a. after fees, over a full market cycle while seeking to avoid loss of capital over the medium term.

Monash Investors employs an investment approach which is high conviction, benchmark unaware, security size agnostic, investment style (that is, growth, value, discounted cash flow) agnostic and has a capital preservation focus. Monash Investors believes that most equity securities are fairly priced most of the time, but some will be significantly mispriced and will work to identify and exploit situations where it perceives significant mispricing.

Monash Investors believes there are many potential causes of mispricing that arise from recurring situations or patterns of behaviour and seeks to identify these to help inform its search for investment opportunities.

Visit Monash Investors

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