Clime Australian Value Fund (CAVF)

The objective of the Fund is to provide consistent capital growth and a growing level of income over the medium term (3-5 years) by investing in securities listed on the Australian Securities Exchange.

If you’d like your money to be invested using Clime’s strong expertise and proven value investing methodology, which has seen positive returns for our clients for a number of years, then the CAVF Managed Fund may be right for you. It gives you access to Clime’s value investing methodology with a minimum investment of only $10,000. Like the Clime Discrete Share Portfolio (DSP) Individual Managed Account service, the CAVF Managed Fund uses value investing – a rational and proven approach to growing capital over time. Rather than ‘trading’ shares, we think of ‘acquiring’ stakes in listed businesses. The key principle of value investing is to purchase investments at prices lower than their value. Clime conducts careful and consistent research of ASX listed securities, and we only invest our clients’ money in companies which meet our strict investment criteria. While share prices are freely available to anyone, the actual value of shares must be calculated, and share valuation is one of Clime’s core competencies.

Contact us today, or download our Clime Australian Value Fund Brochures to find out how Clime can use its expertise value investing methodology to increase your investments. The Clime Australian Value Fund is rated by Lonsec and has outperformed the market over the past five years. So, if you want to feel confident that your money is being invested using research and methodology which has consistently seen us maximise the returns for our clients, let Clime use its expertise to contribute to your wealth.

Note: Clime Australian Value Fund Product Disclosure Statement re-issued

We would like to advise that the product disclosure statement for the Clime Australian Value Fund (the PDS) has been re-issued. The PDS dated 24 July 2014 contains updated information. Alternatively you can request a free paper copy of the PDS and the Additional Information Booklet by contacting Clime on 1300 788 568.

 

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
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