Our Products
Investment Options
Whether you want to invest yourself or have your share portfolio managed for you, and whether you have several million or $10,000, Clime has an approach to suit.
| Product | Minimum Investment | Features | Benefits |
|---|---|---|---|
| Clime Discrete Portfolio Service (DSP) | $500,000* | Individually managed account service | You own the underlying investments, giving you complete transparency and tax advantages |
| Clime Australian Value Fund | $10,000 | Concentrated portfolio of attractive companies | Participate in ownership of shares selected using Clime's value based investment expertise and process |
| Clime High Yield Underdogs Fund (CHYUF) | $10,000 | Portfolio of high dividend yilding companies | Simple to understand, inexpensive to purchase and maintain |
*Available only to sophisticated or wholesale investors as defined by the Corporations Act 2001. A wholesale investor is an individual who invests $500,000 or more. A sophisticated investor may invest less than $500,000 with a statement signed by a certified accountant confirming they have $2,500,000 in net assets or a gross annual income of at least $250,000 p.a for the past two financial years.
