Aims of the Clime Value Grow Fund

The objective of the Fund is to provide consistent capital growth and a growing level of income over the long term by investing in a range of listed Australian shares, property trusts, fixed interest securities, hybrid securities, income securities, and notes.

The Fund primarily aims to:

1. achieve long term growth of capital and income, without taking excessive or unnecessary risks to achieve that growth;

2. be actively managed with protection of capital a major consideration; and

3. pay regular and growing distributions of income, including franking credits.
However, there can be no assurance that this objective will be achieved. Returns are not guaranteed, and investment results may vary substantially over time and can be negative.

However, there can be no assurance that this objective will be achieved. Returns are not guaranteed, and investment results may vary substantially over time and can be negative.

At Clime, we are always concerned about the downside risk. As such, we will only make a purchase if there is a sufficient ‘margin of safety’ between the current price and our valuation of the business.

The indicative time frame for investment in the Clime Value Growth Fund is at least five years.

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The Fund at a glance
Performance
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