Discrete Share Portfolio – Income
The Clime Discrete Income Portfolio has multiple objectives: capital maintenance and income generation, with a degree of capital growth.
The Discrete Share Portfolio – Income is designed to provide you with a steady stream of income by generating dividends, together with the potential for some capital growth and allows you to retain ownership of your shares/securities.
Objective: to deliver strong risk-adjusted total returns
Income Objective: seeks to deliver a level of annual income of 3% beyond RBA Cash
Growth Objective: seeks to achieve capital growth in line with the Australian Consumer Price index (CPI) over rolling three to five year investment horizons.
Relative to a traditional approach, the Clime Income portfolio seeks to deliver a level of income beyond traditional market indices, while assuming a significantly lower* level of total risk.
* The Clime Australian Income Fund’s level of total risk has been less than half of traditional equity market indices since its inception in July 2015
Contact us today, or download our Individually Managed Accounts brochure to find out how Clime can use its expertise value investing methodology to increase your dividends.