Clime Discrete Share Portfolio

Clime’s Discrete Share Portfolio (DSP) Service is an individually managed account service that allows you to retain beneficial ownership of your shares.

The DSP is ideal for high net worth individuals, families and institutional investors who have long term investment aspirations and a minimum of $500,000 to invest.

If you already have a Self Managed Super Fund (SMSF) and you don’t want to run your own share portfolio, then Clime can use its professional and proven expertise to do the investing for you. Your portfolio is managed by our experienced fund managers in conjunction with your individual requirements, you maintain direct share ownership and you have online access to your portfolio 24/7.

Clime applies a consistent, disciplined investment approach that has provided superior returns for our clients in both good times and bad. Our successful investment process is underpinned by the belief that the preservation of capital is critical to maximise the return on an investment, and we preserved our clients’ capital during the worst financial downturn in over 70 years – the Global Financial Crisis.

We believe that the price of a share does not necessarily reflect its value, so our analysts conduct in depth research and make calculations which take into account the financial fundamentals of a business, and the amount of risk involved with investing in a particular company.

Clime is committed to complete transparency in our Australian equity investment solutions. With proven, professional portfolio management, risk management, and stock market research, you can feel confident that your money is in expert hands.

Contact us today, or Download our DSP Brochure to find out how Clime can use its expertise value investing methodology to increase your investments >>

Download our Financial Services Guide (FSG) >>