Invest with us

Whether you are a retail or wholesale investor, we are here to help.

Getting Started

Read about how we invest, watch our YouTube channel, try clever.clime.com.au or visit moneysmart.gov.au to learn more about investing and how different investment options work. There is no better time to get started than today.

Learning about investing can be made easier by understanding the basics, which can help you make more informed decisions. Whether you’re interested in shares, property, or other assets, the key is to learn, plan, and invest according to your goals and circumstances.

Progressing past that first step can seem daunting. At Clime, it’s our mission to grow your knowledge as well as your investments. We encourage you to explore our insights, ask deep questions, and never stop learning.

Our Products

Welcome to the world of Clime’s investment products. We offer many different solutions, each uniquely crafted to access markets, target growth strategies, or protect your hard-earned capital.

How to choose the right solution

Wholesale investor, no advice needed?

Speak directly with our Investment Specialists for access to IMAs, wholesale funds, and bespoke deals.

Need a plan or personal strategy?

Talk to our Private Wealth Advisers for a tailored financial roadmap and ongoing guidance.

Understanding Risk

Whether one of our products is suitable for you is determined by your risk profile. Your risk profile assesses your ability & willingness to bear investment risk, or the potential for investment losses. It is affected by your financial goals, time horizon, financial situation, and personal risk tolerance. Each product is designed with a particular type of investor in mind. If you are unsure whether a product is suitable for you, check the PDS or TMD. If you are unsure of your risk profile, speak to one of our Private Wealth Advisers.

Financial Products

Investor Type
Product Type

Clime Equity Income Fund (Vertium)

Suitable for
Investors seeking regular income may choose a professionally managed portfolio combining fixed interest, unlisted debt, and Australian shares
Useful links
Performance
Product Disclosure Statement (PDS)
Target Market Determination (TMD)
Apply Now

Clime Proactive Portfolios – Managed Fund SMAs

Proactive Portfolios Managed Fund SMAs blend Clime’s investment expertise with external fund manager offerings. Choose from a variety of options based on your investment objective and risk tolerance.
Suitable for
Superannuation and regular investors who wish to appoint a professional manager may prefer a solution that automatically shifts between thousands of managed funds while maintaining full transparency over the specific investments that make up the portfolio.
How to Invest
If you are an individual investor, you will need the services of a financial adviser to invest in a Proactive Portfolios SMA through an approved superannuation or investment platform.
Useful links
Performance

Clime Proactive Portfolios – Listed Investment SMAs

Proactive Portfolios Listed Investment SMAs blend Clime’s investment expertise with investments such as shares, exchange traded funds, and listed investment companies. Choose from a variety of options based on your investment objective and risk tolerance.
Suitable for
Superannuation and regular investors who want to appoint a professional manager may prefer a solution that automatically adjusts between listed shares, exchange-traded funds, and listed investment companies—while maintaining full transparency over the underlying holdings.
How to Invest
If you are an individual investor, you will need the services of a financial adviser to invest in a Proactive Portfolios SMA through an approved superannuation or investment platform.
Useful links
Performance

Ralton Leaders SMA

A portfolio of well-known, blue-chip Australian companies designed to deliver superior long-term capital growth and tax-effective income.
Suitable for
Superannuation and regular investors who wish to invest in a professionally managed portfolio of blue-chip Australian companies for long-term capital growth and tax-effective income.
How to Invest
If you are an individual investor, you will need the services of a financial adviser to invest in the Ralton Concentrated Equity SMA through an approved superannuation or investment platform.
Useful links
Performance

Ralton Ex 50 SMA

A concentrated portfolio of high quality small-cap Australian equities designed to provide long-term capital growth and some tax-effective income.
Suitable for
Superannuation and regular investors who wish to invest in a professionally managed portfolio of small-cap Australian companies for long-term capital growth with some tax-effective income.
How to Invest
If you are an individual investor, you will need the services of a financial adviser to invest in the Ralton Concentrated Equity SMA through an approved superannuation or investment platform.
Useful links
Performance

Ralton Dividend Builder SMA

A portfolio of mid to large-cap Australian equities designed to provide a consistent, tax-efficient, and growing cash dividend yield.
Suitable for
Superannuation and regular investors who wish to invest in a professionally managed portfolio of mid to large-cap Australian companies for building a consistent, tax-efficient income stream over the long-term.
How to Invest
If you are an individual investor, you will need the services of a financial adviser to invest in the Ralton Concentrated Equity SMA through an approved superannuation or investment platform.
Useful links
Performance

Ralton Australian Concentrated Equity SMA

A portfolio of ASX-listed equities designed to provide capital growth with some tax-effective income.
Suitable for
Superannuation and regular investors who wish to invest in a professionally managed portfolio of mid to large-cap Australian companies for long-term capital growth with some tax-effective income.
How to Invest
If you are an individual investor, you will need the services of a financial adviser to invest in the Ralton Concentrated Equity SMA through an approved superannuation or investment platform.
Useful links
Performance

Clime Capital Ltd (CAM)

Clime Capital Limited is a long established listed investment company (LIC) that offers investors the opportunity to acquire a portfolio of Australian investments, typically Australian shares.

Our focus is to deliver above market returns and dividend income that is higher than what can be achieved by holding the ASX 200 index.

Clime Capital Limited is managed by Clime Asset Management Pty Ltd.
Suitable for
Investors seeking income returns that are higher than the ASX 200 average dividend rate who expect income to be paid quarterly
Useful links
Shareholder Centre

Clime Capital Limited (CAMG)

Clime Capital Limited Notes are issued to investors seeking a fixed monthly yield.

Our focus to pay a fixed monthly income regardless of the performance of the stock market by holding assets that pay a fixed or variable return.
Suitable for
Investors seeking a consistent monthly income with the ability to enter or exit their investment quickly by buying or selling on the ASX
Useful links
Shareholder Centre
Product Type

Clime IMAs

Individually Managed Accounts (IMAs) are completely tailored investment management services designed to hold specific assets in consultation with an investment specialist.

Choose from a variety of strategies across Australian Equities, Fixed Income, Unlisted Credit, Property, Private Equity, and Multi-Asset solutions.

Your portfolio is managed in accordance with Clime’s investment principles and overseen by a team of experienced investment management professionals.
Suitable for
Wholesale or sophisticated investors who seek complete control over the construction of their portfolio by directly working with our investment specialist, funds management and company executives.
Useful links
IMA Guide
Apply Now

Clime Strategic Debt Fund

Suitable for
Investors seeking higher income through unlisted credit, but who value a more nuanced solution, can benefit from a strategy that moves in and out of listed fixed interest to manage liquidity and sequencing risks—common challenges in pure mortgage and credit funds. In short, this is designed for savvy investors who demand intelligent products.
Useful links
Performance
Information memorandum
Apply Now
Our Locations
  • Sydney (Head Office)
  • Angel Place. Level 31 / 123 Pitt Street, Sydney, NSW, 2000
  • Melbourne
  • Level 8 / 85 Spring Street, Melbourne, VIC, 3000
  • Gold Coast
  • T9 / 10 Philippine Pde, Palm Beach QLD 4221
Quick Links
Engage
  • 1300 788 568
  • info@clime.com.au
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Contact

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      This website contains general information only and does not constitute personal financial advice. The information has been prepared without taking into account your individual objectives, financial situation, or needs. You should consider whether the information is appropriate for you and obtain personal financial advice from a licensed financial adviser before making any financial decisions.

      Please refer to the Target Market Determination (TMD) and relevant disclosure documents, such as the Product Disclosure Statement (PDS), Information Memorandum (IM), and Financial Services Guide (FSG) available on our website, before making any investment decisions.

      All investments involve risk. Investments may offer the potential for capital growth and income, but they also carry the risk of loss of some or all of your investment.

      Any information, opinion, calculations, or assessments of financial product or market performance may rely on assumptions about tax, reinvestment, market performance, liquidity, or other factors that may prove inaccurate over time. Past performance is not a reliable indicator of future performance.

      The information on this website does not constitute an offer or solicitation to purchase or sell any financial product in any jurisdiction where it would be unlawful to make such an offer.

      All information is current as of the date of publication and may change without notice. To the extent permitted by law, Clime and its related parties, officers, directors, advisers, or associates make no representations or warranties, express or implied, as to the accuracy, completeness, or reliability of the information, and accepts no liability for any errors or omissions.

      Clime Asset Management Pty Ltd ( ABN 72 098 420 770, AFSL 221146) and Clime Advice Pty Ltd (ABN 35 122 720 512, AFSL 308200) are wholly owned subsidiaries of Clime Investment Management Ltd ABN 37 067 185 899 (ASX:CIW) (“Clime”). Clime Capital Ltd (ASX:CAM) is managed by Clime Asset Management Pty Ltd.

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