Clime Smaller Companies Fund

The Clime Smaller Companies Fund (CSCF) seeks to deliver strong risk-adjusted total returns by investing in a portfolio of high quality smaller Australian companies that are attractively priced.

The Fund aims to achieve an annual total return of 8% above the Australian Consumer Price Index (CPI) after fees over rolling five to seven year investment periods.

The Fund seeks to take advantage of what we believe to be a structurally inefficient market. The micro and small-cap segments of the market typically have limited research coverage, reflecting the lower commission potential on offer for traditional brokerage business models.

Concurrently, lower levels of liquidity prevent large institutions from meaningful participation in this market segment. The traditional institutional asset management approach continues to focus on benchmark-relative investing and maximising profitability via increasing funds under management rather than preserving high returns for clients. In aggregate, we believe this creates the opportunity for value-based, focused smaller company investors.

The Clime Smaller Companies Fund is appropriate for wholesale investors who seek to diversify their portfolios by increasing exposure to higher growth businesses outside the ASX200.

The Clime Smaller Companies Fund (established April 2017) has an investment horizon of a minimum of 5 years. Short-term returns are therefore not necessarily reflective of our long-term goals.

Contact us today, or download our Clime Smaller Companies Fund Brochures to find out how Clime can use its expertise and value investing methodology to increase your investments.

Clime Smaller Companies Fund

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of 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.
CALL 1300 788 568

Sign in to: