Discrete Share Portfolio (DSP)

If one or more of the following points apply to you and you have $500K or more to invest, Clime’s DSP has been designed for your needs:

• You have a self managed superannuation fund (SMSF)
• You do not want to run your own share portfolio
• You’re looking for an investment methodology that makes sense
• You want a proven professional to do the investing for you
• You want online access to your portfolio 24/7

We invest in a concentrated portfolio of ASX listed companies that can generate high rates of return on equity, are run by honest and capable management and can be purchased at prices below their value. Unless such investments can be found, we will preserve your capital and invest in cash.

Review our performance here.

Learn more about how we make decisions about your investments.

Contact us to learn more or download our brochure.

Existing clients access your account online here