Who can invest in an IMA?

An IMA is defined by ASIC as a product for ‘wholesale’ and ‘sophisticated’ investors. Due to the sophisticated and personalised nature of this investment, we typically find a minimum investment of $750,000 is appropriate. However, if you fall within the definition of ‘sophisticated’ investor, there may be some flexibility with respect to the minimum amount accepted by Clime. To discuss, contact one of our Private Wealth Advisers.

Our clients typically fall within one or more of the following categories:

  • They view our investment philosophy of a quality bias with a strong valuation discipline favourably;
  • They are interested in steady, solid growth for their portfolio;
  • They are over 40 years of age and wish to conserve and protect capital;
  • They have a Self-Managed Super Fund; and
  • They have between $500,000 to $10,000,000 to invest.

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.
CALL 1300 788 568

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