When Clime (formerly Loftus Capital Partners) was established in 1996, founder John Abernethy was responsible for advising some of the highest net wealth Australians on their investments and managing their portfolios on their behalf.
Since then, Clime has continued to outperform and excel in the world of investing.
Clime’s Managed Fund, the Clime Australian Value Fund (CAVF) has consistently outperformed the All Ordinaries Accumulation Index, and is currently ranked as the Best Performing Fund (currently ranked #1 of 55) in its category by Morningstar*.
Our adherence to our proven value investing methodology and our ongoing, in depth stock market research shows our dedication to investing and increasing the wealth of our clients.
Contact us today to find out more about how Clime has grown to be one of the most trusted fund managers in Australia >>
* Morningstar Rating: Category: Australian Open End Equity Large Value Peer Group. The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. © 2010 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc.), without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant product disclosure statement, before making any decision. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.pdf.