Each individually managed account is established at a different time, with a different amount of cash and profile of cash flows, or by transferring an existing share portfolio, or indeed a combination of both. As a result it is very difficult for us to report a single set of performance figures for our Discrete Share Portfolio service.

We do track long term representative portfolios and we would be happy to discuss these figures with you in person.

At Clime we offer sophisticated portfolio reporting, which all Individually Managed Account clients are able to access 24 hrs a day, via our online portal.



*Performance figures are for the Clime Australian Value Fund - Retail (CAVF). Annualised investment performance is after all applicable fees and taxes. 5 year annualised performance figures, where indicated, are for the period 1st June 2009 to 31st May 2014. Inception Date of Fund: 28th August 2006. Past performance is no guarantee of future returns. For a full listing of the performance of the Clime Australian Value Fund, please click here.
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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