Rod Bristow
Clime is pleased to announce the extension of its distribution network with three funds joining the Netwealth and Hub24 platforms. This includes both investor directed portfolio services (IDPS) and Superannuation Services to provide expanded and consistent access for Australian financial advisers.
The Clime funds now available on these platforms are:
- Clime Australian Income Fund
- Clime Smaller Companies Fund
- Clime International Fund
The addition of these Clime funds to these leading platforms follows their receipt of strong SQM ratings: Clime Smaller Companies Fund – 4 stars; Clime Australian Income Fund – 4.25 stars and Clime International Fund -4.25 stars.
Clime’s Chief Executive Officer, Rod Bristow, said: “The effective combination of top-down and bottom-up analysis plus the experience of the underlying investment team, who together boast more than 150 years’ experience, were considerable driving forces in both the ratings and platform approval.
“We are looking forward to supporting financial advisers around the country with quality investment solutions, allowing them to focus on what they do best: giving clients great advice and growing their businesses.”Clime’s investment portfolios reflect an investment in quality stocks using a rigorous valuation discipline. Clime’s primary objective is to achieve strong returns for clients in excess of the relevant benchmark with lower levels of risk. This grows and protects capital in the accumulation phase and generates meaningful income in the retirement phase.
Clime’s Head of Investments, Adrian Ezquerro, said: “The inclusion of our managed funds on these two prominent platforms is further validation of our investment process and ability to deliver high quality investment solutions.’’
