Investment Goals

Objective: The key objective of the Fund is to generate sustainable long-term capital growth.

Growth Objective: seeks to achieve a total return of 8% beyond the Australian Consumer Price Index (CPI) over a rolling five to seven year investment horizon: measured in Australian Dollars.

Relative to a traditional approach, the Clime Smaller Companies Fund seeks to deliver a total return beyond traditional unhedged market indices, while assuming a lower level of total risk.

* CPI has averaged 2-3% over recent decades

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The information provided on this webpage and the rest of 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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