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 2011 | 1 year | 2 years | 3 years | 4 years | 5 years | Inception |
| 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 Outperformance | 12.29% | 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.
