Established March 2014, the Clime International Fund has a medium to long term investing horizon. Short term returns are therefore not necessarily reflective of our long term goals.
|Wholesale Fund Performance to 31 March 2018||AUD Portfolio Return|
|2 years||9.27% p.a.|
|3 years||6.30% p.a.|
Inception: Wholesale Units: 4 March 2014 .Performance figures for more than 1 year are annualised, calculated after all applicable fees and taxes. Performance figures compare unit price to unit price for the given period. Past performance is not a guarantee of future returns.
Investors should be aware that the fund is absolute return focused and our benchmark goal for this fund is a 10% annualised return after fees.
Clime Asset Management Pty Limited and SPI UK have developed an investment strategy process that seeks to deliver attractive returns, over the long term. Both fund management companies have an enviable long term performance history.
We would also like to point out that the CIF has paid out solid distributions over the period.
Clime International Fund – Wholesale Units
|Fiscal Year End||Unit Price||Distribution Amount |
|30th June 2016||1.0560||9.0831 cents||8.6%|
|30th June 2015||1.1104||4.9009 cents||4.4%|
Past Performance is no guarantee of future returns.