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