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Performance

At Clime, we do not follow the stock market indices blindly. We have demonstrated that a consistent and disciplined strategy over the medium term will provide superior returns for our clients.

The Clime Australian Value Fund (CAVF) and Discrete Share Portfolio are different investment vehicles with a common investing philosophy – value investing. The benchmark comparisons below demonstrate the power of value investing in good as well as bad times. There has never been a better time to invest with Clime.

Annualised Performance to 31 December 20111 year2 years3 years4 years5 yearsInception
Clime Australian Value Fund (CAVF)0.86%3.53%20.03%4.03%5.14%6.54%
ASX All Ordinaries Accumulation Index-11.43%-4.35%8.49%-6.59%-1.12%0.56%
CAVF Outperformance12.29%7.88%11.54%10.62%6.26%7.1%

Inception Date of Fund: 28 August 2006.

Annualised investment performance is after all applicable fees and taxes. Distributions are assumed to have been reinvested.

Past performance is no guarantee of future returns.