Discrete Share Portfolio – Income
The Clime Discrete Income Portfolio has multiple objectives: capital maintenance and income generation, with a degree of capital growth.
The Discrete Share Portfolio – Income is designed to provide you with a steady stream of income by generating dividends, together with the potential for some capital growth and allows you to retain ownership of your shares/securities.
Objective: to deliver strong risk-adjusted total returns
Income Objective: seeks to deliver a level of annual income of 3% beyond RBA Cash
Growth Objective: seeks to achieve capital growth in line with the Australian Consumer Price index (CPI) over rolling three to five year investment horizons.
Relative to a traditional approach, the Clime Income portfolio seeks to deliver a level of income beyond traditional market indices, while assuming a significantly lower* level of total risk.
* The Clime Australian Income Fund’s level of total risk has been less than half of traditional equity market indices since its inception in July 2015