Clime Smaller Companies Fund


The Clime Smaller Companies Fund seeks to deliver strong risk-adjusted returns by investing in a portfolio of high quality smaller Australian companies that are attractively priced.

The Fund aims to achieve returns above a blended ASX Small Ordinaries Accumulation (50%) and ASX Emerging Companies Accumulation indices (50%).

The Fund seeks to take advantage of what we believe to be a structurally inefficient market. The micro and small-cap segments of the market typically have limited research coverage, reflecting the lower commission potential on offer for traditional brokerage business models. Concurrently, lower levels of liquidity prevent large institutions from meaningful participation in this market segment. We believe this creates the opportunity for value-based, focused smaller company investors.

The Fund is appropriate for investors who seek to diversify their portfolios by increasing exposure to higher growth businesses outside the ASX200.

The Fund (established April 2017) has an investment horizon of a minimum of 5 years. Short-term returns are therefore not necessarily reflective of our long-term goals.

Investing in the Fund

Simply fill in the online 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.

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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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