Performance

Each individually managed account is established at a different time, with a different amount of cash and profile of cash flows; by transferring an existing share portfolio; or a combination of both. As a result, each portfolio is different – with performance of your portfolio tailored to you.

To help with reporting in a general sense, Clime track long term performance of representative IMA portfolios and we would be happy to discuss these figures with you in person via one of our Private Wealth Advisers.

At Clime we offer sophisticated portfolio reporting, which all IMA clients are able to access 24 hrs a day, via our online portal. This allows you to always stay in touch with your portfolio wherever you may be.

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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