Features of the Fund

Significant Features 
Investment strategyThe fund is an absolute return fund which seeks to deliver attractive risk adjusted returns over the long term from a portfolio of international listed securities, with a view to capital preservation.
Investment objectiveThe fund aims to achieve a 10% pa annualised $A total return after all fees and usual expenses, measured over a rolling 5 year period.
Benchmark10% pa after management fees and ordinary expenses
InvestmentsThe Fund is comprised of select high quality individual investments that allow the creation of a best ideas global portfolio.
Regular income Aims to distribute income annually, after the end of each financial year
SuitabilityThose investors with a medium to high risk tolerance
Investment timeframeSuggested minimum 5 years
Minimum initial investment$10,000 (retail)
$200,000 (wholesale)
Minimum additional investment$1,000 (retail)
$10,000 (wholesale)
Minimum balance$10,000 (retail)
$200,000 (wholesale)
DistributionsAnnually, and unless you choose otherwise, distributions are automatically reinvested
Applications and withdrawalsWeekly each Wednesday (and the last business day of the month)
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.
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