Clime Fixed Interest Fund
The Clime Fixed Interest Fund (CFIF) is for investors who want the potential for regular income while preserving capital.
The key objective of the Fund is to preserve capital, and to target an income return (after fees and usual expenses) of 1.5% to 2.5%1 above the Reserve Bank of Australia (RBA) cash rate, over a 2 to 3-year investment term.
The Fund takes a conservative approach in providing investors with exposure to a wide range of Australian credit-based and rated and unrated corporate bonds and cash. Its investment philosophy seeks risk adjusted returns, based on:
- a robust investment process, and
- a focus on the core reason why fixed interest is often a key part of investment portfolios: generating meaningful income above the cash rate, the preservation of capital, and importantly, seeking protection against downside risk.
The Fund is intended to be a low to medium risk fund.
As the key objective of the Fund is to preserve invested capital, the Fund has a targeted risk objective of 1.5% +/- 1.0%. By comparison, over the 3-year period to 31 March 2019, the ASX 200 has held an average risk level of 10.6%.
1 As the fund may invest in capital notes, this may include franking.
Investing in the Fund
Simply fill in the 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.