Growth Solutions

Clime Smaller Companies Fund

CLIME SMALLER COMPANIES FUND

Inception Per Annum Return

20.2%

Fund Size

$97.5m

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.

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Clime Smaller Companies Fund

CLIME INTERNATIONAL FUND

Inception Per Annum Return

9.5%

Fund Size

$101.9m

The Clime International Fund (CIF) aims to provide consistent capital growth and income over the long term (5-7 years) by providing investors with exposure to international share markets. Whilst the Fund invests predominately in developed markets it may also have an allocation to shares in emerging markets.

The Fund’s investment objective is to outperform its Performance Benchmark – being MSCI All Country World ex Australian NR after Investment Management Fees and Indirect Costs (but before any Performance Related Fee), measured over a rolling 5-year period.

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Clime Australian All Caps Equities fund

CLIME ALL CAPS AUSTRALIAN EQUITIES FUND

Inception Per Annum Return

9.3%

Fund Size

$69.6m

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 leading companies 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.

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Income Solutions

Clime Smaller Companies Fund

CLIME AUSTRALIAN INCOME FUND

Inception Per Annum Return

6.7%

Fund Size

$48.0m

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 the 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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Clime Fixed Interest Fund