Reports and Data Access

Products & Funds

Managed Funds

Clime Equity Income Fund (Vertium)

Performance

As at

31 July 2026

1 Month

1.50%

3 Month

2.50%

6 Month

0.90%

1 Year

3.70%

3 Year (p.a.)

5.10%

5 Year (p.a.)

5.40%

Inception

5.50%

Suitable for

Investors seeking regular income may choose a professionally managed portfolio combining fixed interest, unlisted debt, and Australian shares

Useful Links

Clime Strategic Debt Fund

Performance

As at

30 Sep 2025

1 Month

–

1 Year

–

Inception

–

Suitable for

Investors seeking higher income through unlisted credit, but who value a more nuanced solution, can benefit from a strategy that moves in and out of listed fixed interest to manage liquidity and sequencing risks—common challenges in pure mortgage and credit funds. In short, this is designed for savvy investors who demand intelligent products.

Useful Links

Separately Managed Accounts (SMAs)

Clime Proactive Portfolios – Listed Investments Growth SMA

Performance

As at

30 June 2026

1 Month

1.72%

6 Month

5.18%

1 Year

10.80%

3 Year (p.a.)

10.74%

5 Year (p.a.)

6.45%

Inception

7.39%

Description

By blending listed investments such as shares, exchange traded funds and Listed Investment Companies the product provides a growth-oriented portfolio with a small allocation to defensive assets which should slightly reduce the shorter-term fluctuations of the portfolio’s value.

Suitable for

Superannuation and regular investors who want to appoint a professional manager may prefer a solution that automatically adjusts between listed shares, exchange-traded funds, and listed investment companies—while maintaining full transparency over the underlying holdings.

Useful Links

Clime Proactive Portfolios – Listed Investments High Growth SMA

Performance

As at

30 June 2026

1 Month

1.87%

6 Month

6.27%

1 Year

13.31%

3 Year (p.a.)

12.47%

5 Year (p.a.)

7.66%

Inception

8.60%

Description

By blending listed investments such as shares, exchange traded funds and Listed Investment Companies the product invests almost wholly invested in assets subject to volatile market risk in pursuit of long-term growth.

Suitable for

Useful Links

Clime Proactive Portfolios – Listed Investments Balanced SMA

Performance

As at

30 June 2026

1 Month

1.69%

6 Month

4.40%

1 Year

9.80%

3 Year (p.a.)

9.76%

5 Year (p.a.)

5.79%

Inception

6.68%

Description

By blending listed investments such as shares, exchange traded funds and Listed Investment Companies the product has a higher level of investment in growth assets. It is expected to have lower short-term fluctuations in value than the other more growth-based investment portfolios. The aim is to produce moderate capital growth in a medium- to long-term time frame. It has a relatively balanced exposure to growth and defensive assets.

Suitable for

Useful Links

Clime Proactive Portfolios – Listed Investments Balanced SMA (Netwealth)

Performance

As at

30 June 2026

1 Month

1.68%

6 Month

4.20%

1 Year

9.76%

2 Year (p.a.)

9.59%

–

Inception

8.96%

Description

Suitable for

Useful Links

Clime Proactive Portfolios – Listed Investments Growth SMA (Netwealth)

Performance

As at

30 June 2026

1 Month

1.83%

6 Month

4.68%

1 Year

10.85%

2 Year (p.a.)

10.47%

–

Inception

9.88%

Description

Suitable for

Useful Links

Clime Proactive Portfolios – Listed Investments High Growth SMA (Netwealth)

Performance

As at

30 June 2026

1 Month

1.99%

6 Month

5.33%

1 Year

12.38%

2 Year (p.a.)

11.65%

–

Inception

11.04%

Description

Suitable for

Useful Links

Clime Proactive Portfolios – Managed Fund Model High Growth SMA

Performance

As at

30 June 2026

1 Month

1.89%

6 Month

1.58%

1 Year

2.05%

2 Year (p.a.)

7.30%

–

Inception

7.97%

Description

By blending Clime and external fund manager offerings, the product provides a growth-oriented portfolio with a small allocation to defensive assets to reduce the shorter-term fluctuations of the portfolio’s value.

Suitable for

Superannuation and regular investors who wish to appoint a professional manager may prefer a solution that automatically shifts between thousands of managed funds while maintaining full transparency over the specific investments that make up the portfolio.

Useful Links

Clime Proactive Portfolios – Managed Fund Model Growth SMA

Performance

As at

30 June 2026

1 Month

1.86%

6 Month

1.65%

1 Year

1.98%

2 Year (p.a.)

7.05%

–

Inception

7.01%

Suitable for

Useful Links

Clime Proactive Portfolios – Managed Fund Model Moderate Growth SMA

Performance

As at

30 June 2026

1 Month

1.74%

6 Month

2.05%

1 Year

2.75%

2 Year (p.a.)

7.02%

–

Inception

6.39%

Description

By blending Clime and external fund manager offerings, the product provides a portfolio with a higher allocation towards growth assets. It is expected to have lower short-term fluctuations in value than the other more growth-based investment portfolios. The aim is to produce moderate capital growth in a medium- to long-term time frame.

Suitable for

Useful Links

Clime Proactive Portfolios – Managed Fund Model Balanced SMA

Performance

As at

30 June 2026

1 Month

1.72%

6 Month

2.68%

1 Year

4.49%

2 Year (p.a.)

7.64%

–

Inception

4.97%

Description

By blending Clime and external fund manager offerings, the product is designed to have a long term average of 50% in growth assets. The portfolio is expected to have lower short-term fluctuations in value than the other more growth-based investment portfolios.

Suitable for

Useful Links

Clime Proactive Portfolios – Managed Fund Model Conservative SMA

Performance

As at

30 June 2026

1 Month

1.15%

6 Month

3.05%

1 Year

5.37%

2 Year (p.a.)

7.61%

–

Inception

4.74%

Description

By blending Clime and external fund manager offerings, the product invests mainly in defensive assets such as fixed interest securities, but includes significant investment in assets such as equities to provide some capital growth.

Suitable for

Useful Links

Ralton Leaders SMA

Performance

As at

31 Oct 2025

1 Month

0.70%

3 Month

2.00%

6 Month

10.60%

1 Year

9.10%

3 Year (p.a.)

7.90%

10 Year (p.a.)

8.40%

Inception

7.50%

Description

A portfolio of well-known, blue-chip Australian companies designed to deliver superior long-term capital growth and tax-effective income.

Suitable for

Superannuation and regular investors who wish to invest in a professionally managed portfolio of blue-chip Australian companies for long-term capital growth and tax-effective income.

Useful Links

Ralton Concentrated Equity SMA

Performance

As at

30 June 2026

1 Month

1.90%

3 Month

3.50%

1 Year

9.40%

2 Year (p.a.)

8.20%

3 Year (p.a.)

8.20%

5 Year (p.a.)

6.80%

10 Year (p.a.)

7.80%

Inception

7.20%

Description

A portfolio of ASX-listed equities designed to provide capital growth with some tax-effective income.

Suitable for

Superannuation and regular investors who wish to invest in a professionally managed portfolio of mid to large-cap Australian companies for long-term capital growth with some tax-effective income.

Useful Links

Ralton Dividend Builder SMA

Performance

As at

30 June 2026

1 Month

1.90%

3 Month

5.00%

1 Year

15.70%

2 Year (p.a.)

13.00%

3 Year (p.a.)

11.10%

5 Year (p.a.)

8.30%

10 Year (p.a.)

8.70%

Inception

7.80%

Description

A portfolio of mid to large-cap Australian equities designed to provide a consistent, tax-efficient, and growing cash dividend yield.

Suitable for

Superannuation and regular investors who wish to invest in a professionally managed portfolio of mid to large-cap Australian companies for building a consistent, tax-efficient income stream over the long-term.

Useful Links

Ralton Ex 50 SMA

Performance

As at

31 Oct 2025

1 Month

-1.20%

3 Month

7.70%

6 Month

19.90%

1 Year

16.60%

3 Year (p.a.)

7.60%

10 Year (p.a.)

5.30%

Inception

6.30%

Description

A concentrated portfolio of high quality small-cap Australian equities designed to provide long-term capital growth and some tax-effective income.

Suitable for

Superannuation and regular investors who wish to invest in a professionally managed portfolio of small-cap Australian companies for long-term capital growth with some tax-effective income.

Useful Links

Individually Managed Accounts (IMAs) - Wholesale Only

Clime IMAs

Description

Individually Managed Accounts (IMAs) are completely tailored investment management services designed to hold specific assets in consultation with an investment specialist.

Choose from a variety of strategies across Australian Equities, Fixed Income, Unlisted Credit, Property, Private Equity, and Multi-Asset solutions.

Your portfolio is managed in accordance with Clime’s investment principles and overseen by a team of experienced investment management professionals.

Suitable for

Wholesale or sophisticated investors who seek complete control over the construction of their portfolio by directly working with our investment specialist, funds management and company executives.

Useful Links

May 2026 Letter to Investors

John Abernethy’s Expert Insights. Get your FREE download now.

Understanding Today’s Macro Turning Points
John Abernethy explores the forces reshaping global markets, from energy shocks and inflation to shifting bond yields and geopolitical risk.
Challenging Assumptions About Growth and Valuations
Why high equity valuations, rising debt and changing inflation dynamics demand greater caution from investors – particularly in Australia.
Investing for Resilience and Income
Practical perspectives on building portfolios anchored in quality, diversification and sustainable cashflows in an uncertain environment.

Complete your details below to download your FREE copy.

By providing your details, you agree to be added to our mailing list.