Investing Methodology

Through rigorous fundamental analysis, Clime seeks to invest in a range of high-quality Australian credit-based rated and unrated corporate bonds and cash.

Investible assets may include rated and unrated debt securities and can be listed (including exchange traded funds) and over the counter (OTC). Issuers can be both Government and private issuers.

The bulk of the investments in the Fund are likely to be floating rate notes, supplemented by select fixed rate investments. The Fund may also invest in hybrid investments and other credit opportunities when they offer attractive risk adjusted returns with the added benefits of franking if available.

All holdings are subjected to our rigorous and disciplined qualitative and quantitative selection process.

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%.

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

The information provided on this webpage and the rest of 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.
CALL 1300 788 568

Sign in to: