Benefits

Retain beneficial ownership of underlying securities

SMAs 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 SMAs 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 SMAs for clients and for third parties as an investment manager, providing flexibility in investment solutions.

Direct Portfolio Investment Options

Clime Smaller Companies Fund

CLIME MULTI ASSET BALANCED PORTFOLIO

To provide investors with a blend of regular income (with some franking) and consistent capital growth over the long term from a purposeful portfolio of Australian shares, International Shares, Property, Interest Bearing Securities and Cash. The strategy seeks to deliver strong risk-adjusted total returns over the investment strategy minimum timeframe – provide a return beyond the Benchmark with an equivalent level of risk as measured by monthly variability of returns.

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Clime Smaller Companies Fund

CLIME MULTI ASSET GROWTH PORTFOLIO

This Model Portfolio suits Investors who: are focused on a growth portfolio, with a benchmark of the Morningstar Multi-Sector Growth return. As a guide, this Model Portfolio will typically consist of 22% Defensive assets and 78% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

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Clime Smaller Companies Fund

CLIME MULTI ASSET HIGH GROWTH PORTFOLIO

This model invests in all-cap Australian Equities and managed funds. The focus is on asset allocation to a majority of growth assets (Australian and international equities) with a small exposure to defensive (fixed income, fixed interest, alternatives / property / infrastructure) assets that match to a High Growth investor risk profile. The model employs an active asset allocation approach, seeking to tilt the model to asset classes that exhibit the desirable return characteristics whilst balancing overall model risk.

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Clime Smaller Companies Fund

CLIME DIRECT AUSTRALIAN EQUITIES PORTFOLIO 

This Model Portfolio’s objective is to achieve returns in excess of the S&P/ASX 200 Accumulation index over the medium to long term.

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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