Benefits
Retain beneficial ownership of underlying securities
Model Portfolios offer a way for investors to access professionally managed multi asset portfolios with the benefit of direct share ownership combined with the oversight of a professional investment manager. The benefit of Model Portfolios is that the investor retains beneficial ownership of the underlying securities and often has better transparency with regards to those securities.
The Clime direct portfolios are actively managed to optimise client goals in meeting their financial objectives.
When investing in a Clime direct portfolio solution, not only are you the beneficial owner of the portfolio and the underlying securities, you will also benefit from dividends and franking credits.
Clime manages Model Portfolios for clients and for third parties as an investment manager, providing flexibility in investment solutions.
Direct Portfolio Investment Options




Get the inside scoop with
Clime’s weekly
Investment report
Join over 42000 subscribers who benefit from our financial insights and market recommendations each week.
Don’t miss out on our latest investment report written by The Clime Investment team.