Adrian Ezquerro

Clime Investment Management Limited (ASX: CIW) has announced the Clime Smaller Companies Fund has surpassed two significant milestones: $50m under management and investment returns of 50.7% net of fees for the 12 months to 31 January 2020.

Clime Head of Investments Adrian Ezquerro said, “This is an outstanding result for investors.  After launching the Fund in April 2017, we have been pleased to have investors’ show faith in our approach to the small cap segment of the market.”

“Clime’s investment process and methodology focuses on identifying quality companies and investing in these using a strong valuation discipline.  This has delivered outstanding results so far at far lower levels of risk than the benchmark.  Of course,  the hard work starts now with continuing these great results and we are up for the challenge”, he said.

Clime’s investment management team of 11 staff collectively have more than 150 years’ experience.  The Clime All Cap Australian Equities Fund (formerly CBG Australian Equities Fund) was ranked in the Top 5 performing Funds in the country in 2019 by Mercer.  A number of Clime’s other Australian Equities and Income strategies performed in the top 10% of their category over the same period.  Clime staff co-invest alongside investors in many of the Clime strategies.

The Clime Smaller Companies Fund is available to retail and wholesale investors with $10,000 and $100,000 to invest respectively via the Clime website.  Financial advisers can also access the Fund for their clients via the Hub24, Netwealth and Praemium investment platforms.  It has been rated as Superior (4 stars) by SQM Research.

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