CIF Performance

Established March 2014, the Clime International Fund has a medium to long term investing horizon. Short term returns are therefore not necessarily reflective of our long term goals.

Wholesale Fund Performance to 30 August 2019AUD Portfolio Return
1 month2.1%
3 months7.3%
6 months8.6%
1 year8.9%
2 years12.3% p.a.
3 years10.5% p.a.
Inception9.5% p.a.

Inception: Wholesale Units: 4 March 2014 .Performance figures for more than 1 year are annualised, calculated after all applicable fees and taxes. Performance figures compare unit price to unit price for the given period. Past performance is not a guarantee of future returns.

Investors should be aware that the fund is absolute return focused and our benchmark goal for this fund is a 10% annualised return after fees.

Clime Asset Management Pty Limited and SPI UK have developed an investment strategy process that seeks to deliver attractive returns, over the long term. Both fund management companies have an enviable long term performance history.

We would also like to point out that the CIF has paid out solid distributions over the period.

Clime International Fund – Wholesale Units

Fiscal Year EndUnit PriceDistribution Amount
(FULL YEAR)
Distribution (%)
30th June 20191.21678.2959 cents6.8%
30th June 20181.17215.5659 cents4.7%
30th June 20171.12063.9597 cents3.5%
30th June 20161.05609.0831 cents8.6%
30th June 20151.11044.9009 cents4.4%

Past Performance is no guarantee of future returns.

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 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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