Realm Capital Series

Through Clime’s strategic partnership with the Investment Manager, we’re pleased to offer our clients, along with those investors receiving our regular investing report, the opportunity to invest via a priority offer in the Realm Capital Series 2018-1. This unique opportunity is a closed-end Fund (available to both Wholesale and Retail Investors) that aims to deliver a return of 4.75% p.a above the RBA Overnight Cash Rate (paid quarterly) after investment management fees. At the time of publication (8th May 2018), this would equate to 6.25% p.a.

The Fund will invest in a portfolio of Australian and New Zealand originated debt securities, loans, trusts, notes and bank facilities. These funds will support the capital needs of the residential mortgages and asset-backed loans in these markets.

We believe the foundation of regular, consistent income represents the cornerstone of investors achieving security in their investment journey.

Realm Investment House is an asset management firm with an aligned investment philosophy and similar focus to Clime on delivering strong risk-adjusted total returns. Realm has been established by an experienced team of professionals with strong investment beliefs, processes and extensive networks. Realms’ investment objectives and processes reflect their core values and skillset;

  • Global Macro assessment of economic policy and investment markets
  • Bottom-up Fixed income and credit portfolio management

The term of the series 2018-1 is 5 years from the closing date. It may be extended if the investment manager believes it to be in the best interest of investors. Should that occur, the management fee will be reduced.

In the following three videos, Anthony Golowenko (Head of Investments at Clime) talks to Andrew Papageorgiou, Founding Partner and Investment Manager from Realm Investment House.

Andrew provides an overview of the Realm Capital Series and in doing so there are going to be three components. The first of those looks at Realm, their investment approach and a bit about their history. The second component delves into the objectives and development of the Realm Capital Series and the final and final video looks at the actual investments undertaken and also the risk management within the Realm Capital Series.

Video List

Realm Investment House

History and Investment Capability

Anthony Golowenko interviews
Andrew Papageorgiou
Founder and Investment Manager – Realm Investment House

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David Schwartz

Strategy Design and Objective

Anthony Golowenko interviews
Andrew Papageorgiou
Founder and Investment Manager – Realm Investment House

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Robert Camilleri

Investment Approach and Risk Management

Anthony Golowenko interviews
Andrew Papageorgiou
Founder and Investment Manager – Realm Investment House

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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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