Clime All Cap Australian Equities
Fund Summary

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Direct Investors

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.

Clime All Cap Australian Equities Fund

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.

Its objective is to achieve returns in excess of the ASX200 Accumulation index.

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Advisers
Direct Investors

Investing Methodology

The Clime All Cap Australian Equities Fund has a quality focus with a valuation discipline. Fund holdings are characterised by:

  • A competitive advantage, leadership within a specific niche and a sound track record
  • Financial strength and high levels of profitability
  • Low financial leverage
  • Capital efficient growth and cash generation
  • Highly capable management team aligned with creating shareholder value
  • Companies that can deliver genuine sustainable long-term growth
  • Investments that can be purchased at appropriate prices

Our approach to portfolio management ensures investments are appropriately weighted according to their level of risk and reward. Position sizing reflects our assessment of the company’s  valuation, quality and execution of it’s business plan. 

Fund Performance

Investment Reports

Unit Prices

Wholesale
DATEENTRYEXIT 
22/09/2021$1.9203$1.9107
15/09/2021$1.9705$1.9607
08/09/2021$1.9794$1.9696
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Portfolio Manager

  • Adrian Ezquerro

Adrian Ezquerro

2020-02-06T10:59:20+11:00Head of Investments|

With expertise in investment management, Adrian is focused on the delivery of strong risk-adjusted returns for clients. He joined Clime Investment Management in 2007 and is now responsible for the management and overall performance of Clime’s investment strategies, representing gross funds under management in excess of $1 billion.

Adrian’s role includes the identification and evaluation of investment opportunities across a broad range of sectors and market cap segments. His prior investment management roles at Clime have included Analyst, Senior Analyst and Portfolio Manager – Smaller Companies. He was the Founding Portfolio Manager of the Clime Smaller Companies Fund, having seeded the fund and overseen its growth and significant success since inception. Adrian also developed and implemented the Clime Quality Score, a quantitative filter used to rank All Ords constituents.

Formal qualifications include a Bachelor of Science from the University of Wollongong, a Graduate Diploma of Applied Finance from Kaplan Professional and a Graduate Certificate of Sports Management from the University of Canberra.

Adrian retains a healthy passion for sport, having previously played cricket in England and locally for Illawarra (Captain), North Sydney (VC), Sutherland, NSW Country & Australian Country.

 

  • Ronni Chalmers

Ronni Chalmers

2021-09-23T11:28:44+10:00Director Clime Capital, Equity Manager|

Ronni Chalmers has worked in the funds management industry for over four decades and brings deep industry experience as both an investment manager and business builder.

Ronni’s business, CBG Asset Management was acquired by Clime in 2017. As founder of CBG Asset Management (2001) Ronni was responsible officer for the AFSL license and established the regulatory framework including compliance, custody agreements, unit pricing and client registries. He built strong revenue streams by developing close working relationships with financial planners, family offices, wholesale investors and institutions. CBG was rated positively by external rating agencies, an important tool to gain wider inflows.

In 2013 Ronni’s fund was awarded the prestigious Golden Calf Award for best performing boutique fund by the Australian Fund Management Foundation. He was chairman of the LIC, CBG Capital, which was listed on the ASX in 2014 after raising $24.5m. Ronni is also a Fellow of FINSIA.

Since 2017 Ronni has worked as a portfolio manager at Clime and is a board member of Clime Capital.

  • Ronni Chalmers

Ronni Chalmers

2021-09-23T11:28:33+10:00Director Clime Capital, Equity Manager|

Ronni Chalmers has worked in the funds management industry for over four decades and brings deep industry experience as both an investment manager and business builder.

Ronni’s business, CBG Asset Management was acquired by Clime in 2017. As founder of CBG Asset Management (2001) Ronni was responsible officer for the AFSL license and established the regulatory framework including compliance, custody agreements, unit pricing and client registries. He built strong revenue streams by developing close working relationships with financial planners, family offices, wholesale investors and institutions. CBG was rated positively by external rating agencies, an important tool to gain wider inflows.

In 2013 Ronni’s fund was awarded the prestigious Golden Calf Award for best performing boutique fund by the Australian Fund Management Foundation. He was chairman of the LIC, CBG Capital, which was listed on the ASX in 2014 after raising $24.5m. Ronni is also a Fellow of FINSIA.

Since 2017 Ronni has worked as a portfolio manager at Clime and is a board member of Clime Capital.

  • Jonathan Wilson

Jonathan Wilson

2020-08-14T15:39:25+10:00Portfolio Manager – Ex ASX 100|

Jonathan has 6 years of investment experience, specialising in growth strategies. He is the Portfolio Manager of the Clime Smaller Companies Fund.

Jonathan holds Bachelor of Engineering, Bachelor of Commerce from the Australian National University and is a CFA Charterholder.

  • Vincent Cook

Vincent Cook

2021-02-02T09:26:05+11:00Portfolio Manager - ASX 100|

Vincent has 15 years’ investment experience in Australian equities, working as an analyst and portfolio manager with Clime and previously Clime Australian All Cap Equities Fund Asset Management. He is the primary analyst for large-cap stocks at Clime and is Portfolio Manager for the High Conviction strategy.

Vincent is a CFA charter holder and holds a Bachelor of Laws, Bachelor of Arts (German) conjoint from the University of Auckland. He also has an enduring passion for sport and exercise, having competed successfully in Australia and internationally in karate.

Our locations

SYDNEY

L12,
20 Hunter St,
Sydney NSW 2000

P: 1300 788 568

F: 02 8917 2155

BRISBANE

L7, Christie,
320 Adelaide St,
Brisbane QLD 4000

P: 1300 788 568

F: 07 8917 2155

MELBOURNE

L35, Suite 6319,
600 Bourke St,
Melbourne, VIC 3000

P: 1300 788 568

F: 03 8917 2155