Our philosophy

Overview

We believe in

Rigorous research

Rigorous research

Rigorous research - Bottom up fundamental analysis on high quality investments.

Quality and valuation

Quality and valuation

Quality and valuation - Proprietary business scoring system.

Diversification

Diversification

Diversification - Seeking growth opportunities across all market sectors.

How we research

Idea generation

Idea generation

Idea generation - We screen the market for new ideas.

Quality assessment

Quality assessment

Quality assessment - When selecting investments, we ensure that they meet our Investment Committee's stringent criteria.

Financial analysis

Financial analysis

Financial analysis - Looking for consistent financial strength, profitability and pricing margin.

Glossary

Managed Funds

A managed fund is a type of unit trust where investors’ money is pooled together and used by the portfolio manager to buy investments and manage them on behalf of all investors in the fund. By pooling funds, investors can gain access to investment opportunities that they may not be able access if acting on their own.

When an investor invests in a managed fund they are assigned units proportionate to the amount of money they have invested. Managed funds can be an easy way for investors to gain access to a professionally managed portfolio of both local and global stocks.

Managed Accounts

A managed account is a portfolio of individual securities/investments managed on an investor’s behalf by a professional investment manager. The individual assets are held in the investor’s account, often on a super or investment platform, to provide control, transparency, and potential tax benefits.

Managed accounts give investors access to a range of professionally managed multi-asset investment models which can be tailored to an individual’s risk profile and wealth objectives.

In managed accounts, the investor holds the underlying asset. Not only does this provide transparency, but also control. If a client wants to exclude particular assets from a portfolio, it can be done.

Tax effectiveness is another benefit of managed accounts. Any potential tax benefits and gains are attributed to the investor.

At Clime, we provide access to professionally managed separately managed accounts (SMA) and individually managed accounts (IMA) portfolios. SMA’s are available to retail and wholesale investors whilst IMAs are available to wholesale clients.

Separately Managed Account (SMA)

An SMA or Separately Managed Account is a managed account open to both retail and wholesale investors where investment decisions are applied across all investors in the SMA. Our SMAs are held on a variety of platforms which can be accessed via a financial adviser. ​

Individually Managed Account (IMA)

An IMA or Individually Managed Account is a managed account open to wholesale investors only and managed to the particular objectives of each investor.
It provides the investor with flexibility and control, with the benefit of professional investment expertise.

Style and approach

Our investment Process

Combining top-down and bottom-up research.

Intensive bottom-up research is the cornerstone of our process which we supplement with top-down thematic views. Disciplined and consistently applied, we use several proprietary qualitative and quantitative techniques to scrutinise companies to uncover undervalued businesses.

We look to invest in companies with:

  • strong and reliable management
  • good profit and dividend growth expectations
  • reasonably predictable future profits and cash flows, and
  • clear business models.

Many people take enormous risk trying to outperform an index rather than consistently trying to achieve steady positive returns over the medium to longer term.

John Abernethy
Founder and Chairman

Investment Opportunities

Clime Smaller Companies Fund

Portfolio of high quality smaller Australian companies providing access to strong risk-adjusted total returns.

  • $32.8m
    Fund Size
  • 5.16%
    Return p.a. since inception
  • 38.83%
    Total return since inception
    (24 April, 2017)

Clime Australian Income Fund

Multi- asset class portfolio that invests in high-quality income generating assets.

  • $39.2m
    Fund Size
  • 4.83%
    Return p.a. since inception
  • 48.20%
    Total return since inception
    (1 July, 2015)

Clime All Cap Australian Equities Fund

Diversified Portfolio of high quality Australian listed companies providing a balance of both Growth and Income.

  • $47.7m
    Fund Size
  • 7.76%
    Return p.a. since inception
  • 400.9%
    Total return since inception
    (9 April, 2002)

Clime International Fund

A portfolio that provides investors with exposure to international share markets.

  • $72.6m
    Fund Size
  • 8.02%
    Return p.a. since inception
  • 110.87%
    Total return since inception
    (3 March, 2014)

Clime Multi Asset Moderate Growth IMA

This is an actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $750,000
    Minimum Investment
  • 6 years
    Minimum Timeframe
  • Multi Asset

Clime Multi Asset High Growth IMA

This is an actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $750,000
    Minimum Investment
  • 7 years
    Minimum Timeframe
  • Multi Asset

Clime Multi Asset Growth IMA

This is an actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $750,000
    Minimum Investment
  • 6 years
    Minimum Timeframe
  • Multi Asset

Clime Multi Asset Balanced IMA

This is an actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Multi Asset

Clime Long Term Quality IMA

An Individually Managed Account (IMA) comprising a concentrated portfolio of high quality companies.

  • $750,000
    Minimum Investment
  • 3 years
    Minimum Timeframe
  • Australian Equity

Clime Income IMA

A portfolio comprising low volatility investments focused on income and price stability.

  • $750,000
    Minimum Investment
  • 4 years
    Minimum Timeframe
  • Multi Asset Income

Clime High Conviction IMA

An Individually Managed Account (IMA) comprising a concentrated portfolio of high quality companies.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Australian Equity

Clime Balanced Ethical Income IMA

An income focused, multi-asset class porfolio, with assets screened for their environmental and social outcomes.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Ethically Focused Income

Clime Australian Concentrated Equity IMA

An actively managed, diversified portfolio providing exposure to high quality Australian companies.

  • $750,000
    Minimum Investment
  • 5 years
    Minimum Timeframe
  • Australian Equity

Proactive Portfolios Managed Fund Model SMAs

A range of multi-asset managed fund portfolios providing exposure to assets tailored for varying risk profiles.

  • $5k - $25k
    (depending on platform)
    Minimum investment
  • 5-7 years
    (depending on portfolio risk profile)
    Minimum Timeframe
  • OneVue, BT Panorama, Netwealth
    Platform availability

Proactive Portfolios Listed Security SMAs

A range of multi-asset listed security portfolios providing exposure to assets tailored for varying risk profiles.

  • $25k- $100k
    (depending on platform)
    Minimum investment
  • 5-7 years
    (depending on portfolio risk profile)
    Minimum Timeframe
  • OneVue, BT Panorama, Netwealth
    Platform availability

Ralton Australian Equity ex 50

Access smaller Australian businesses with long-term growth potential

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • HUB24, NetWealth, Praemium, OneVue, Xplore, Dash
    Platform availability

Ralton Leaders

Own blue-chip Australian companies

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • Xplore, OneVue, Praemium
    Platform availability

Ralton Dividend Builder

Receive tax-effective income from Australian businesses

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • HUB24, NetWealth, Praemium, OneVue, Xplore, Dash
    Platform availability

Ralton Concentrated Australian Equity

Own some of Australian's best-known companies

  • $10k - $25k
    (depending on platform)
    Minimum investment
  • 5 years
    Minimum Timeframe
  • HUB24, NetWealth, Praemium, OneVue, Xplore, Dash
    Platform availability

Clime Multi Asset High Growth SMA

An actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $50,000
    Minimum investment
  • 7 years
    Minimum Timeframe
  • Praemium
    Platform availability

Clime Multi Asset Growth SMA

An actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $50,000
    Minimum investment
  • 6 years
    Minimum Timeframe
  • Praemium
    Platform availability

Clime Multi Asset Balanced SMA

An actively managed multi asset portfolio investing in Australian listed securities and managed funds.

  • $50,000
    Minimum investment
  • 5 years
    Minimum Timeframe
  • Praemium
    Platform availability

All figures displayed on cards are for wholesale funds. 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 Team

Investment team

Will Riggall

Chief Investment Officer
B.Com,Fin,Econ. , CFA.
Will has been building wealth for Australian investors for more than 20 years. He has a proven track record managing market-beating portfolios and a stellar reputation as an astute analyst. Will’s experience spans the full market-caprange, and his analysis skill is both quantitative and fundamental. Will is proud of his skill at managing investments through the cycle and his ability to create and protect wealth through equity booms and busts. Will is a keen communicator and regularly presents at seminars, webinars and portfolio updates. In addition, he ensures his portfolios are structured to provide advisers and clients with optimal transparency.

Andrea Theouli

Head of Wealth Solutions
B.Com Dip.Fin. Markets
Andrea has a demonstrated history in financial services across trading, investment governance, portfolio construction and product research. Andrea chairs the Clime Managed Account Investment Committee and has been the research lead for managed funds, ETFs and other investment products across the group for several years. Andrea is an extraordinary but quiet achiever who has meticulous attention to detail.

Vincent Chin

Portfolio Manager
PhD Physics, MSc Physics, BSc Ch. Eng. (Hons), Grad. Dip Fin
Vincent has been with Clime for more than 12 years of his 22-year in financial services spanning both Fixed Income and Equities. Due to client demand, he established a goals-based investment style using quantitative analysis with qualitative top-down process which is utilised in the Clime Income strategies. Vincent is passionate about sustainable ethical investing which forms part of his investment philosophy. Prior to working in financial services, Vincent worked as a scientist specialising in infrared and photovoltaic solar cells. In this time Vincent produced about 50 internationally peer reviewed scientific and technical papers. Vincent holds a PhD in Physics from the University of New South Wales.

Paul Zwi

Portfolio Strategist
B. Arts (Econ. Hist), LLB
Paul Zwi has worked in the investment and financial services industry for over 20 years, with a key focus on equity research and wealth management opportunities. Prior to Clime, Paul was the Head of Equity Research and Senior Research Analyst at Centric Wealth and Head of BT's Private Client business. Paul is an avid reader and takes interest in history, politics and philosophy.

Gareth Abernethy

Senior Investment Analyst
B.Com
Gareth originally joined Clime Investment Management in 2012 in a client support role for Clime Direct. More recently, he joined at the end of 2014 as an Associate Analyst and is responsible for identifying and researching investment opportunities, specifically for the smaller companies fund. Before working at Clime, Gareth worked at Norris Smith Securities as a broker. His key responsibilities are dealing with Clime’s managed funds as well as selective qualitative company research. Gareth has completed his B.Com at the University of New South Wales.

Hugo de Vries

Investment Analyst
B.Com, CFA Level 1
Hugo’s role has two main components. His attention to detail and analytical skill make him an ideal trader for Individually Managed Accounts (IMAs), Separately Managed Accounts (SMAs) and inhouse funds. In addition, he is an analyst and researches investment opportunities across the ASX. He has also played an integral part in buildingseveral in-house products, including an ESG fund, a high-conviction fund and an income fund. Hugo also manages communication with portfolio managers and is a member of the ESG Committee.

Jun Woo Jung

Investment Analyst
B.Com
Jun joined the Clime investment team in 2018. He has a Bachelor of Commerce majoring in Accounting and a Bachelor of Actuarial Studies from the University of New South Wales. Jun’s role focuses on performance and attribution analysis, and other security and market related quantitative analysis.

Brendan Yap

Dealer
B.Com, Grad. Dip. Applied Fin. & Investment, CFA
Brendan joined Clime in April 2022 and has a strong statistical background, having worked for hedge funds where he was responsible for trading Australian single stock options, Japan and Asia ex-Japan convertible bonds, statistical arbitrage and volatility arbitrage. He holds a Bachelor of Commerce, majoring in Statistics from Macquarie University. Brendan also holds a Graduate Diploma in Applied Finance and Investment from FINSIA and is a CFA Charterholder. Brendan is passionate about playing tennis & travelling.

Harry Cordaiy

Investment Analyst
B.Com (Finance & Entrepreneurship)
Harry works closely with the Investment Committee to research and analyse managed funds, ETFs and other investment products for the group's Approved Product Lists (APL). Providing investment support to financial advisers relating to their investment philosophy, the APL, and risk profiles is a key part of the role. Prior to his current role, Harry was an Associate Analyst in the Clime investment team specialising in equity research, and was responsible for commodities coverage. Harry completed a Bachelor of Commerce with majors in both Finance and Entrepreneurship at Macquarie University. Harry is passionate about photography and hiking.

Oscar King

Investment Analyst
B.Com, Accredited Listed Product Adviser (ASX ALPA), Masters of Applied Finance (Year 1)
Oscar is an Investment Analyst within the Investment Team and joined Clime Investment Management in July 2022. He is responsible for coverage of ASX listed Large Cap. company's within the Consumer Discretionary and Information Technology sectors. Prior to joining Clime, Oscar worked as an Associate Portfolio Manager for MTIS Wealth Management, where he demonstrated his in-depth knowledge of investment markets, providing analytical research and the construction of diversified investment solutions for business and client portfolios. He has worked in the finance industry for 6 years, having graduated with a Bachelor of Commerce (Finance) and is currently undertaking his Masters of Applied Finance.

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