CAIF Performance

The Clime Australian Income Fund (established July 2015) has an investment horizon of a minimum of 3 years. Short term returns are therefore not necessarily reflective of our long term goals.

Wholesale Fund Performance to 30 September 2019Portfolio Return ^IncomeCapital GrowthVolatility**
1 month0.5%0.5%--
3 months1.5%0.5%1.0%-
6 months4.2%2.8%1.4%-
1 year7.2%4.3%2.7%3.0%
2 years *5.7%4.1%1.5%2.8%
3 years *6.6%4.1%2.5%2.7%

^Portfolio return is based on the change of the unit price including distributions but excluding franking credits.

* Inception: Wholesale Units: 1 July 2015. Performance figures for more than 1 year are annualised, calculated after all applicable fees and taxes. Performance figures compare unit price to unit price for the given period. The returns do not include the benefit of franking credits.

** Volatility is based on the annualised standard deviation of weekly price movements.

NOTE: Compound (geometric) returns are used in the above table’s segmentation of Income and Capital Growth. This may result in small differences when compared with a straight addition of income and Capital Growth components.

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: