A quick look through our performance history and our current ratings and rankings will show you a little something about us: We’re different from other fund managers. We take the time to thoroughly research all the companies we invest in, only choosing those with the highest potential for growth and profitability.
This rigorous approach has seen us consistently provide favourable returns for our clients. Take a look at our most recent ratings and rankings:
Morningstar 5 star rating
CAVF Listed as the Best Performing Fund (currently ranked #1 of 55) in its category by Morningstar*.
Standard & Poor’s Three Star ‘New’ Rating
Our CAVF was recently awarded an S&P Three Star ‘New’ rating
Consistent outperformance over the past five years – we protected investors’ capital in 2008/09 and built on it in 2009/10;
See the specific performance of our Clime Australia Value Fund versus the All Ordinaries Accumulation Index.
Contact us to see how our consistent performance record and successful value investing philosophy can help you achieve your financial goals.
Morningstar rating: The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. Morningstar Disclaimer © 2011 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc.), without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant product disclosure statement, before making any decision. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.pdf.
S&P fund rating: To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.fundsinsights.com. Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service. “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc. © 2011 Standard & Poor’s Information Services (Australia) Pty Limited.
