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.’’

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Rod Bristow

Clime Asset Management’s three funds – International, Income and Smaller Companies – have turned in stellar performances for the 12 months to 31 May 2019.

The latest Morningstar data shows that the Smaller Companies Fund ($30 million) returned 16.3% for this period ; the Income Fund ($24 million) returned 7.4% ; and the International Fund ($98 million) returned 8.7%.

Under the new leadership of CEO Rod Bristow and Head of Investments Adrian Ezquerro, Clime is refining and enhancing its long-established credentials in funds management, with its quality focus and strong valuation discipline investment style.

Bristow says: “Managing money in the current investment environment is difficult. There are many challenges, characterized by slow growth, increased volatility and ultra-low interest rates, but we believe Clime has the right processes in place to be able to deliver value to our investors.

“It’s our emphasis on deep research, a strong focus on quality and a bias towards value that allows us to differentiate and find attractive, long-term investment opportunities.”

The Smaller Companies Fund, which had its second birthday in April, has successfully outperformed both its benchmark (a blended ASX Small Ords + ASX Emerging Companies Accum Indices) and its peer group since inception, returning an average 19.3% a year as of May 2019. This outstanding performance is despite holding a healthy cash reserve, typically about 15%.

Commenting on the investment process, Portfolio Manager Jonathan Wilson emphasises quality and value. “We invest in niche leaders that are positioned for long-term success, provided they’re attractively priced. They include Audinate, Macquarie Telecom and Navigator Global Investments.”

The Australian Income Fund is a multi-sector balanced fund designed to deliver regular income and offer low risk of capital loss. It is exposed to domestic fixed interest (45%), domestic equity (18%), listed and unlisted property (22%) and cash (15%). Over the past three years, it has reported average returns of 6.78%.

The International Fund, jointly managed out of London with the large institutional house Sanlam, invests across a range of mostly large cap global stocks. Its largest holdings at the end of April were Microsoft, Roche Holdings and Alphabet, with 40% held in US equities. Its five-year return has been 9.21% a year.

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