Investing well is about building and protecting wealth through different market conditions. Our investment team is broad enough to blend multiple complementary styles into a multi-asset framework designed to compound steadily through cycles, preserve capital in downturns, and deliver consistent, risk-adjusted returns over time.
We use a combination of fundamental research, data analytics, and disciplined portfolio construction. Every position we hold must earn its place — either as a growth driver, a diversifier, a source of income, or a portfolio ballast. The result: resilient, well-balanced portfolios that make clever investing look easy.
A managed fund pools investors’ money into one professionally managed portfolio, giving you access to opportunities you might not reach on your own—locally and globally. You’ll receive units that represent your share of the fund, making it a simple way to benefit from expert management and diversification.
The benefits:
Things to consider:
A managed account is a portfolio of individual investments managed on your behalf by a professional investment manager. Unlike a managed fund, the assets sit in your own account (often on a super or investment platform), giving you greater control, transparency, and potential tax benefits.
Managed accounts can be tailored to your risk profile and wealth goals. Because you typically directly hold the underlying assets, you can see exactly what you own—and even request exclusions if certain investments don’t suit you.
An SMA is a managed account available to both retail and wholesale investors. Your portfolio is based on a model designed by the investment manager, and all investors in the SMA hold the same set of securities in line with that model.
An MDA is a managed account where an adviser or manager has the discretion to make day-to-day investment decisions on your behalf, within agreed limits and strategy. This means you don’t need to approve each trade.
An IMA is available only to wholesale investors and is fully tailored to individual circumstances, objectives, and preferences. It provides the highest level of flexibility and control while still benefiting from professional investment expertise.
Our team focuses on finding companies with strong balance sheets, robust cash flows, and clear value creation strategies - avoiding those that over-promise, are highly leveraged, or rely too heavily on external factors.
This philosophy underpins our Australian and global equity portfolios, where we aim to buy quality at the right price and avoid permanent capital loss.
For clients who want to pursue a more active and dynamic approach, we offer a high-alpha style that adjusts exposure based on prevailing macro trends and risk signals.
This model is highly active - it shifts in and out of holdings as risk appetite changes, aiming to protect capital in periods of stress and capture upside when conditions improve.
Allocations are guided by leading indicators, market cycles, and economic data.
Can quickly reduce exposure to risky assets when conditions deteriorate.
Concentrated positions taken when the odds are favourable.
This style isn’t for everyone. It suits investors comfortable with a more active approach, who want a strategy designed to manage risk and generate outsized returns over time - even if it means higher turnover and variability along the way.
We target sustainable, high-quality income by trading listed bonds and high yielding companies with high franking, and strong governance.
Where appropriate, some of our investment options use conservative option strategies to enhance yield and reduce volatility, constructing portfolios of 20–40 stocks designed to deliver reliable income, low beta, and measured capital growth.
Our private credit team originates and manages senior-secured, asset-backed opportunities in Australian real estate and private markets.
What we target:
Active management and governance are central to our approach, with our team deeply engaged at every stage of each investment’s life cycle.
We believe that well-governed, well-managed businesses create sustainable value – and that is where we invest.
We do not follow ideological checklists or shifting ESG benchmarks. What is considered “responsible” or “green” is constantly changing – and often subjective. Is nuclear energy sustainable? Are defence companies inherently bad if they protect national security? These are social and political questions, not investment ones.
Our view is simple:
We believe it is the role of consumers and policymakers to decide what is acceptable in society. Our role is to allocate capital to companies that are sustainable, well-run, and capable of compounding value over time regardless of shifting ideological trends.
Our multi-asset team blends equities, fixed income, alternatives, and cash to build portfolios matched to specific objectives and risk profiles.
Stay invested, let time do the work.
Clients always know what drives returns.
including SMAs, MDAs, and wholesale funds.
with the agility of a boutique manager.
What you can expect
By blending Clime strategies and asset class management into a diversified portfolio we can help smooth out investment returns and build wealth over time.
Our advisers and investment specialists can directly access our portfolio management expertise and specific holdings at any time.
Our SMA, MDA, IMA and Fund structures make it easy for investors of all types and circumstances to access our portfolio management services.
With nearly 30 years of experience, offices in major cities and a strong team, we are with you long term.
Even the most sophisticated investors benefit from guidance. Our private wealth and financial planning teams exist to connect Clever Investors with easy solutions.
Our investment specialists focus on portfolio construction and administration, direct investing and transaction advice. This service is available to wholesale investors only.
Our Private Client advisers are qualified financial advisers with significant experience in the complex family, estate and investment requirements that often follows our most successful Australians.
Speak to an expert at Clime for more information on our investments and services. Please leave your details below, our team looks forward to speaking with you.
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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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