Clime CBG Australian Equities Fund
The objective of the Clime CBG Australian Equities Fund is to provide investment 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 management can add value through the economic and market cycle. Over a rolling three to five-year investment horizon we expect to achieve investment returns in excess of the 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 has an investment horizon of a minimum of 3 years. Short-term returns are therefore not necessarily reflective of our long-term goals.
Investing in the Fund
Simply fill in the online application form, send to our address and we will take care of the rest. If you prefer, you can call us on 1300 788 568, and we will assist you with the process.
An investor in the Fund receives annual reports, yearly distribution statements and annual taxation reports. Monthly investment reports are also available.