Discrete Share Portfolio - International

Discrete Share Portfolio – International

Clime’s Discrete Share Portfolio – International, is a managed account service that allows you to retain beneficial ownership of your shares. We will construct a carefully considered international share portfolio for you, aimed at diversification across currencies, geographies and sectors, and delivering growth through the application of value-based investing principles.

The DSP – International is ideal for high net worth individuals, families and institutional investors who have long term investment aspirations and an interest in global sharemarket opportunities.

Clime is committed to transparency in our international equity investment solutions. With the combined investment skills of our global equity partner, Sanlam Private Investments, this portfolio is actively managed out of London.

Objective: to deliver strong risk-adjusted total returns.

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

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

* CPI has averaged 2-3% over recent decades

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 investments.

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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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