Investment Goals

Objective: to deliver strong risk-adjusted returns.

Income Objective: seeks to deliver a level of annual income of 3% above the RBA Cash rate after all fees and usual expenses.

Growth Objective: seeks to achieve capital growth in line with the Australian Consumer Price Index (CPI) over a rolling three to five-year investment horizon.

Relative to a traditional approach, the Clime Australian Income Fund seeks to deliver a level of income beyond traditional market indices, while assuming a significantly lower* level of total risk.

The Fund is suitable for those attempting to maintain capital whilst enjoying an income stream above term deposits.

* The Clime Australian Income Fund’s level of total risk has been less than half of traditional equity indices since its inception in July 2015

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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.
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