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The Clime Smaller Companies Fund seeks to deliver strong risk-adjusted returns by investing in a portfolio of high quality smaller Australian companies that are attractively priced. Its objective is to outperform a blended benchmark comprising 50% of the Small Ordinaries Accumulation Index and 50% of the Emerging Companies Accumulation Index.
1 Year Return
The Clime International Fund (CIF) aims to provide consistent capital growth and income over the long term (5-7 years) by investing in international securities. The Clime International Fund may be appropriate to consider for investors who seek exposure to international markets within Clime’s investment style of a quality bias and a strong valuation discipline. The Fund seeks to deliver a return in excess of the MSCI World Index.
1 Year Return
The Clime All Cap Australian Equities Fund is a concentrated portfolio providing a balanced exposure to high quality companies across the large, mid and small cap segments of the ASX.
The Fund invests in leaders that have good economics, strong balance sheets, and significant growth prospects. The Fund is managed to generate a sound balance of capital growth and income.
1 Year Return
The Clime Australian Income Fund’s return objective is to provide a meaningful income above the RBA cash rate from quarterly cash distributions. It aims to achieve a return of at least the RBA cash rate + 3.0% pa. The fund seeks to deliver a strong risk-adjusted total return and is expected to have a level of volatility of returns significantly less than equity market as it aims to maintain unit price stability at all times. The Fund’s risk objective as defined by the annualised standard deviation is 4.0% ± 1.0% and a rolling 12 months relative risk measure of less than 40% of the S&P/ASX 200 Index.
Historically, the fund has achieved a total return (income and unit price gain) in the range of 5% to 7% pa, with an absolute risk of about 3% and a relative risk of less than 30% of the ASX200. In order to maximize the chance of achieving these objectives, the recommended investing time frame is at least 3, preferably 5 years.
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The Clime Fixed Interest Fund’s main objective is capital preservation. In addition, it aims to generate income returns above the RBA cash rate in the form of monthly income distributions, with a target of 2% pa over the RBA cash rate (including franking if available). The Fund’s risk objective is set at 1.5% ± 1.0%, as defined by weekly change of the annualised standard deviation of the unit price movement. This is substantially lower than the equity market as the ASX200 risk historically range of about 10% to 18% over an economic cycle. In order to maximize the chance of achieving these objectives, the recommended investing time frame is at least 1.5 to 2 years.
Clime Capital Limited (ASX: CAM) is a long established investment company listed on the ASX.
Multi Asset Class Solutions
SMAs offer a way for investors to access the benefits of direct share ownership combined with the oversight of a professional investment manager. The benefit of SMAs is that the investor retains beneficial ownership of the underlying securities and often has better transparency with regards to those securities.
Clime manages SMAs for clients and for third parties as an investment manager, providing flexibility in investment solutions.
An IMA is an individually tailored investment service that can invest in a range of asset classes. Each investment portfolio is constructed specific to each client’s needs. Major benefits of IMAs include ease of set up and management; beneficial ownership of underlying assets; and online reporting providing 24/7 access to portfolio performance.
Clime offers three IMAs: Growth, Income and International. Each IMA is designed to achieve a specific objective for clients. With proven, professional portfolio management, risk management and stock market research, you can rest assured that your money is in
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