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
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