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

  • Clime Smaller Companies Fund

    Clime Smaller Companies Fund

    Invest in smaller, high growth Australian companies

    Experienced management team

    Low investment costs for accessing unique opportunities

    Minimum investment $10,000 (Retail units) and $100,000 (Wholesale units)

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  • Clime CBG Australian Equities Fund

    Clime CBG Australian Equities Fund

    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)

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Australian Income Strategies

  • Clime Fixed Interest Fund

    Clime Fixed Interest Fund

    Managed Fund delivering regular monthly income

    No equity market exposure

    Quality investment team with deep fixed income market experience

    Minimum investment $100,000 (Wholesale only)

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  • Clime Australian Income Fund (CAIF)

    Clime Australian Income Fund

    Managed fund designed to deliver a solid income stream

    Diversification across asset classes with some equity exposure

    Reduced volatility and good potential for capital growth

    Minimum investment $10,000 (Retail units) and  $200,000 (Wholesale units)

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International Equity Funds

  • Clime International Fund

    Clime International Fund

    Investment strategy for accessing international markets

    International securities exposure

    Globally experienced management team

    Minimum investment $10,000 (Retail units) and $250,000 (Wholesale units)

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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 clime.com.au 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.
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