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.