Clime Australian Value Fund (CAVF)
A retail unlisted unit trust, the Clime Australian Value Fund (CAVF) has consistently outperformed the All Ordinaries Accumulation Index.
| Annualised Performance to 30 April 2013 | 1 year | 2 years | 3 years | 4 years | 5 years | 6 years | Inception |
| Clime Australian Value Fund (CAVF) | 15.52% | 10.97% | 12.19% | 18.46% | 12.62% | 7.21% | 9.14% |
| ASX All Ordinaries Accumulation Index | 20.97% | 7.42% | 6.75% | 13.03% | 2.60% | 1.37% | 4.86% |
| CAVF Outperformance | -5.44% | 3.56% | 5.44% | 5.43% | 10.02% | 5.84% | 4.28% |
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.
A note about our performance figures
According to industry standard, the figures above are annualised. When used over time these figures should be compounded for the duration indicated.
As an example: 3 Years: 20%
Yr 0: $10,000
Yr 1: $10,000 + 20% = $12,000
Yr 2: $12,000 + 20% = $14,400
Yr 3: $14,400 + 20% = $17,280
Therefore cumulative performance is 72.8% over 3 years
