Clime International
Fund Summary

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Advisers
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.

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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Advisers
Direct Investors

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.

Fund Performance

Investment Reports

Unit Prices

Wholesale
DATEENTRYEXIT 
30/06/2021$1.3581$1.3513
23/06/2021$1.3275$1.3209
16/06/2021$1.3157$1.3091
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