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.
Investment Style and Approach
Clime Asset Management Pty Limited (“Clime”), as Investment Manager of the Clime International Fund, has appointed Mercer Investments (Australia) Limited (“Mercer”) as the Fund’s Portfolio Manager.
Mercer’s multi manager approach involves selecting optimal combinations of investment managers to achieve exposure to a range of investment management styles. Mercer has significant scale in researching investment managers globally and focuses on each investment manager’s strength in idea generation, portfolio construction, implementation and business management. A detailed risk assessment is completed prior to the appointment of an underlying investment manager.
Multi-manager portfolios have in-built manager research, portfolio construction and rebalancing expertise; which ensures your investments are managed in a cost effective and efficient manner.
As the Portfolio Manager, Mercer will regularly review the asset class allocation to look for opportunities that offer lower risk and or higher return potential, considering valuations, macroeconomic developments and market sentiment.