Individually Managed Account – Growth
Clime’s Individually Managed Account (IMA) – Growth, is a managed account service that allows you to retain beneficial ownership of your investments. We will construct a carefully considered portfolio for you, aimed at maintaining capital in volatile market situations and delivering growth through the application of Clime’s investing style of a quality bias with a strong valuation discipline.
The IMA – 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 in excess of the ASX200 accumulation index, while assuming a lower level of total risk.