Discrete Share Portfolio - Income

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.

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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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