Clime CBG Australian Equities Fund (Wholesale)
The objective of the Clime CBG Australian Equities Fund (Wholesale) is to provide strong risk-adjusted total returns over the medium to long-term (3+ years) by investing in securities listed on the Australian Securities Exchange.
We believe that in the short-term markets are inefficient and investors are irrational and therefore that disciplined active management can add value through the economic and market cycle. Over a rolling three to five-year investment horizon we expect to achieve a total return of 7% p.a. beyond the Consumer Price Index (CPI)*. The Fund aims to achieve a return higher than the broader market benchmark (the S&P ASX200 Accumulation Index) while assuming a similar level of total risk.
The Fund is suitable for those seeking primarily capital growth, with some supplementary income derived largely from dividends. This is a wholesale fund and you must qualify as a sophisticated investor to invest.
The Clime CBG Australian Equities Fund (Wholesale) has an investment horizon of a minimum of 3 years. Short-term returns are therefore not necessarily reflective of our long-term goals.