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Funds Management

At Clime, we know how important it is to invest with someone you can trust. Equally we know, that you need to know, what it is going on.

At the core of Clime’s funds management process is a dedication to transparency. Our products are developed so that you will know exactly what is happening to your money, and if you have one of our individually managed accounts you have direct access to your fund manager. Our whole investing philosophy is exposed in our MyClime product.

Our investing philosophy works. Our returns are consistently ahead of the All Ordinaries Accumulation index (by a large margin), and we are consistently one of the top ranked fund managers in the country. You can access the performance statistics for our Clime Australian Value (equities) Fund on our performance page.

If you are time poor, nervous about investing yourself, or would just prefer to have professionals do it for you, you can let us do it for you via one of our funds management products…

  • Managed Fund

You can invest in our Clime Australian Value Fund (CAVF) for as little as $10,000. This fund has performed exceptionally well over the medium and long term (view performance) and permits you to invest with a minimum of fuss. For more information visit the CAVF page >>

  • Individually Managed Account

For investors with more than $500K to invest (including self managed superannuation funds) you may be interested in an Individually Managed Account, whereby a portfolio is tailored to your specific needs, with access to our fund managers. For more information visit our Discrete Share Portfolio page >>