Portfolio information

Your Individually Managed Account is accessible online, all day, every day. On a weekly basis, you get a review of the market, written by John Abernethy, our Chief Investment Officer, called The Macro View. Each quarter, you will get a statement detailing performance and fees. There is of course an annual statement which is produced in September to assist you with your tax return.

Clime is unusual in its transparency, which is one of our core values. We are upfront with respect to what we invest in, how we invest and why we choose particular investments. We like to meet with our clients and encourage you to attend any of our investment briefings, where you can meet with our investment team face-to-face. A listing of events and dates is available on our Clime Events page. We look forward to meeting with you in person.

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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