Discrete Share Portfolio - Growth

Discrete Share Portfolio – Growth

Clime’s Discrete Share Portfolio – Growth, is a managed account service that allows you to retain beneficial ownership of your shares. We will construct a carefully considered share portfolio for you, aimed at maintaining capital in volatile market situations and delivering growth through the application of value-based investing principles.

The DSP – Growth is ideal for high net worth individuals, families and institutional investors who have long-term investment aspirations.

Objective: to deliver strong risk-adjusted total returns.

Growth Objective: seeks to achieve an annual total return of 6% beyond the Australian Consumer Price Index (CPI)* over a rolling five to seven year investment horizon.

Relative to a traditional approach, the Clime Growth portfolio seeks to deliver a total return beyond traditional market indices, while assuming a lower level of total risk.

* CPI has averaged 2-3% over recent decades

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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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