Clime Investment Management Separately Managed Accounts (SMA)

Clime Investment Management Limited has launched four separately managed account (SMA) investment portfolios - the Multi-Asset Balanced, the Multi-Asset Growth, the Multi-Asset High Growth and the Clime Direct Australian Equities Portfolio.

All of the SMAs are managed by Clime's investment management team and use Clime’s 'Quality Filter' process, which ranks stocks based on criteria which identify good quality businesses.

“Clime Direct subscribers and recipients of ‘The View’ market update newsletter have been telling us for some time they love our market insights and share research: but wanted the opportunity for Clime to take on the management of their investment portfolios," Clime chief executive officer Rod Bristow said.

"Providing these managed portfolios meets this need for the Clime community of some 45,000 subscribers. Over time we will also be seeking to add direct share trading functionality, allowing subscribers to research and trade shares as well as invest in our portfolios, all with integrated reporting, within the Clime ecosystem."

Clime Investment Management Clime Investment Management Separately Managed Accounts (SMA) Launched on 05 March 2020 Designed for retail investors. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.