Clime’s Individually Managed Accounts

If you are a high net worth individual or “wholesale” investor and have decided to let a trusted company handle your investments, Clime’s Individually Managed Account (IMA) service may be right for you.

Clime has provided superior returns for clients in both good and bad economic climates over the years, by applying a consistent and disciplined multi-asset class process. The portfolio design can be tailored to your specific risk and return requirements.

Our primary investment vehicle is the Discrete Share Portfolio (DSP) service, which utilises an absolute return, value-investing methodology. DSPs can be customised to maximise your investment returns over the long term. Our success is based on a rigorous investment process built upon high quality independent research. Clime does the investing on your behalf, while you have 24/7 access to your portfolio across asset classes.

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

Clime offers three categories of Discrete Share Portfolios designed to grow your wealth: growth, income and international. The ratio selected in each category can be decided by you, or you can leave that decision to us, with a specific risk / growth / income target in mind.

Growth

Individually managed share portfolio offering beneficial ownership of Australian equities.
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Income

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Income generating portfolio focused upon high dividend yielding equities, hybrid securities and REIT’s.
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International

DSP - International Equities

A focused selection of quality, large cap stocks, from a range of global equity markets.
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Contact us today, or download our Discrete Share Portfolio Brochure to find out how Clime can use its expertise value investing methodology to increase your investments.

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 Information Memorandum, 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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