Features of the Fund

Significant Features 
Investment strategyThe Fund seeks attractive returns, over the long term, through investing in a portfolio of Australian listed and unlisted securities that display low volatility traits.
Investment objectiveThe Fund aims to achieve a return 3% p.a. above the RBA Cash rate and grow capital in line with the trimmed mean Australian CPI, while minimising volatility and thus maximise capital stability.
InvestmentsThe Fund’s goal is to select high quality individual investments that allow the creation of a best ideas portfolio with a key aim of income generation.
Regular income Aims to distribute quarterly
SuitabilityThose investors looking for a regular income stream
Investment timeframeSuggested minimum 5 years
Minimum initial investment$200,000 (wholesale)
Minimum additional investment$10,000 (wholesale)
Minimum balance$200,000 (wholesale)
DistributionsQuarterly, and unless you choose otherwise, distributions are automatically reinvested.
Applications and withdrawalsWeekly each Wednesday (and the last business day of the month)

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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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