Discrete Share Portfolio – Growth
Clime’s Discrete Share Portfolio – Growth, is a managed account service that allows you to retain beneficial ownership of your shares. We will construct a carefully considered share portfolio for you, aimed at maintaining capital in volatile market situations and delivering growth through the application of value-based investing principles.
The DSP – Growth is ideal for high net worth individuals, families and institutional investors who have long-term investment aspirations.
Objective: to deliver strong risk-adjusted total returns.
Growth Objective: seeks to achieve an annual total return of 6% beyond the Australian Consumer Price Index (CPI)* over a rolling five to seven year investment horizon.
Relative to a traditional approach, the Clime Growth portfolio seeks to deliver a total return beyond traditional market indices, while assuming a lower level of total risk.
* CPI has averaged 2-3% over recent decades