Individually Managed Accounts
Clime’s Discrete Share Portfolio Service offers investors a superior structure for share ownership. Appointing Clime to manage your share portfolio means the same transparency and tax benefits as if you were investing for yourself.
The Discrete Share Portfolio Service is currently available to Sophisticated and Wholesale Investors (net assets in excess of $2.5 million) who want to employ a professional fund manger whilst maintaining the transparency and benefits of direct share ownership.
Clime adopts a patient and disciplined approach to share investing that is designed to meet the requirements of tax awareness, superior long-term returns, stable and private income and capital preservation. These goals and the methods with which we invest ensure that Clime’s portfolios are managed very differently to those of large institutions and superannuation funds.
Our low-cost approach to investing means the cost of employing Clime to manage your funds is usually no greater than the cost of doing it yourself. After your time is factored in, employing Clime probably costs a great deal less.
For investors who have a genuine long-term investment horizon, prefer not to see individual funds pooled with others – particularly for tax reasons – and recognise the value of transparency in fees and how your money is managed, Clime’s Discrete Share Portfolio Service may offer the perfect fit.
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