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.
As noted in Lonsec’s review of the Fund, ‘The Fund’s performance has been the strongest in Lonsec’s peer group, returning 13.92% p.a. (net of fees) over the three year period to June 2012, outperforming the Lonsec Australian Equity Sector benchmark (S&P/ASX 300 Accumulation Index) by 8.36% p.a. Over this time, the Fund outperformed Lonsec’s Australian Equity Large Cap Peer Group average by 6.90% p.a.’
‘Pleasingly the Fund has met its stated absolute return objective of 12% over the medium to long term.’ Lonsec notes.
Morningstar 5 star rating
CAVF Listed as a Best Performing Fund in its category by Morningstar.
As seen in Money Magazine – February 2013, page 86
Sources: Morningstar; Money Magazine
The Australian Financial Review, Smart Money, April 2012
The Clime Australian Value Fund named one of the top five funds that are paying their way.
Smart Money looked at about 500 Australian equity funds that invest in the top 300 (or large-cap) companies over one, three and five years, to come up with five funds that have outperformed the benchmark in each of those periods ended February 29, 2012.
“Consistently excellent results can’t be argued with.” January 2012
The Lonsec rating (assigned October 2012) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The rating is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to “wholesale clients” (as defined in the Financial Advisers Act 2008 (NZ)). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s ratings methodology, please refer to our website at: https://www.lonsec.com.au/aspx/Public/Documents/Ratings%20Definitions.pdf
The Morningstar Rating (Quantitative 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.