Clime’s Individually Managed Accounts

If you are a high net worth individual, wholesale or sophisticated investor and have decided to let a trusted company handle your investments, Clime’s Individually Managed Account (IMA) service may be appropriate for you to consider.

Clime has provided sound results for our clients in both good and bad economic climates over the years, by applying our consistent investment style. The portfolio design can be tailored to your specific risk and return requirements.

This service utilises an investing methodology with a quality bias and a strong valuation discipline, aligning closely to delivering our client’s investment objectives. IMA’s can be customised to your investment needs with a focus on achieving consistent long-term results. Clime does the investing on your behalf, while you have 24/7 access to your portfolio’s performance.

Growth, Income or International

If your investment objectives are to grow your retirement savings, you may choose the Growth option. This gives our investment professionals the discretion to invest across a broad universe of shares and other investments to meet your goals. Stocks that pay modest dividends but have a capacity to produce larger capital gains are generally called growth stocks, where profits are being redirected back into company growth.

The Income option favours stocks and securities with a higher dividend / distribution policy. These stocks and securities may tend to produce less capital gain, but will typically demonstrate a lower level of volatility. This option is ideal for investors who seek to earn a reliable income from their investments.

The third category is the International option. Here the key focus will be on a portfolio of global investments that deliver access to the world’s largest markets and are diversified across currencies, geographies and sectors. In most instances, investors will choose to combine international sharemarket exposure with either an Income or a Growth option.

Growth

Individually managed share portfolio offering beneficial ownership of Australian equities.
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Income

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Income generating portfolio focused upon high dividend yielding equities, hybrid securities and REIT’s.
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International

DSP - International Equities

A focused selection of quality, large cap stocks, from a range of global equity markets.
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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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