Features of the Fund

Significant Features 
Investment StrategyThe Fund seeks returns, over the long-term, through investing in a portfolio of undervalued, ASX listed securities, of appropriate quality, which are consistent with our strategic economic and market views.
Investment ObjectiveThe Fund aims to outperform the S&P/ASX 200 Accumulation Index over the medium-term, while assuming an equivalent or lower level of total risk and in doing so expects to deliver returns greater than CPI +7% after fees.
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 capital growth.
SuitabilityThose investors seeking capital growth over the medium to long-term.
Investment TimeframeSuggested minimum 3-5 years.
Minimum Initial Investment$500,000 in Clime related funds and $100,000 in this fund.
Minimum Additional Investment$10,000 (wholesale)
Minimum Balance$100,000 (wholesale)
DistributionsAnnual distributions, and unless you choose otherwise, all distributions are automatically reinvested.
Applications & WithdrawalsWeekly each Wednesday (and the last business day of the month)

Register for our
weekly investing report

Weekly insights, research & market commentary.

* Required fields

View our privacy policy

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.
  • Copyright © 2019 Clime Investment Management Limited
CALL 1300 788 568

Sign in to: