Full Report Available at www.independentresearch.com.au
Clime Capital Limited (ASX: CAM) is a Listed Investment Company (LIC) with a long
history, with the Company listing on the ASX in February 2004. The portfolio is managed
by Clime Asset Management Pty Limited, a wholly owned subsidiary of Clime Investment Management Limited (ASX: CIW), an ASX-listed asset management company with $1.18b funds under management (FUM) and $5.1b funds under management and advice (FUM&A) as at 30 June 2021. The Company’s primary objective is to provide an above market yield.
In addition to this the Company seeks to provide superior risk-adjusted returns to the benchmark index (ASX All Ordinaries Accumulation Index). The Company provides exposure to a portfolio that can be broken down into three sleeves: (1) Australian equity exposure; (2) Unlisted fixed income; and (3) Cash. The portfolio will predominantly provide exposure to
an all cap Australian equities portfolio. Typically 50%-70% of the portfolio will be invested in ASX 100 stocks and 30%-50% will be invested in stocks outside the ASX 100.
19 Dec 2021
Clime Capital Limited (ASX: CAM)
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Clime Capital Limited (ASX: CAM)
Clime Capital Limited (CAM:ASX) | 0 0 1.2% | Mkt Cap: 79.1m
- Published:
19 Dec 2021 -
Author:
Independent Research -
Pages:
21
Full Report Available at www.independentresearch.com.au
Clime Capital Limited (ASX: CAM) is a Listed Investment Company (LIC) with a long
history, with the Company listing on the ASX in February 2004. The portfolio is managed
by Clime Asset Management Pty Limited, a wholly owned subsidiary of Clime Investment Management Limited (ASX: CIW), an ASX-listed asset management company with $1.18b funds under management (FUM) and $5.1b funds under management and advice (FUM&A) as at 30 June 2021. The Company’s primary objective is to provide an above market yield.
In addition to this the Company seeks to provide superior risk-adjusted returns to the benchmark index (ASX All Ordinaries Accumulation Index). The Company provides exposure to a portfolio that can be broken down into three sleeves: (1) Australian equity exposure; (2) Unlisted fixed income; and (3) Cash. The portfolio will predominantly provide exposure to
an all cap Australian equities portfolio. Typically 50%-70% of the portfolio will be invested in ASX 100 stocks and 30%-50% will be invested in stocks outside the ASX 100.