Discrete Share Portfolio - Growth

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.

Clime Private Wealth Pty Limited | ABN 87 617 235 168 Is a Corporate Authorised Representative | CAR 001263076 of Clime Asset Management Pty Limited | AFSL 221146

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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