Clime Managed Funds
A managed fund is a professionally managed investment portfolio that individual investors can buy into by purchasing ‘units’ rather than shares.
When you invest in one of our managed funds, your money is pooled together with that of other unit holders. We use this larger pool of money to purchase investments and manage them on behalf of all the unit holders in the Fund. By investing in one of our funds, you gain access to a portfolio of investments selected and/or managed by Clime’s team of investment professionals. Because the funds are pooled you are able to start an investment in a fund with a much smaller amount of money than one of our Individually Managed Account Portfolio products.
Australian Equities Funds
Australian equity exposure across large, mid and small cap segments
Long track record of above market performance
Portfolio Manager with 40 years’ experience in the Australian equity market
Minimum investment $10,000 (Retail units) and $250,000 (Wholesale units)