Clime Capital Limited (ASX: CAM)
Full Report Available atClime 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.
Clime Capital Limited is an investment company. The Company is engaged in the business of investment management within Australia. The Company's principal activity is engaged in investing in securities listed on the domestic and international stock exchanges. The Company operates in Australia and holds all assets within Australia. The Company's investment objective is to generate returns for shareholders by investing in businesses with understandable economics and excellent growth and income potential that are run by capable management. The Company's investments include derivative financial instruments (options), and investments in publicly listed and unlisted companies, and fixed interest securities. The Company has various investments, which are classified as held-for-trading investments. The Company's investment manager is Clime Asset Management Pty Limited, which is a subsidiary of Clime Investment Management Limited.
Independent Investment Research, "IIR", is an independent investment research house based in Australia and the United States. IIR specialises in the analysis of high quality commissioned research for Brokers, Family Offices and Fund Managers. IIR distributes its research in Asia, United States and the Americas. IIR does not participate in any corporate or capital raising activity and therefore it does not have any inherent bias that may result from research that is linked to any corporate/ capital raising activity.
IIR was established in 2004 under Aegis Equities Research Group of companies to provide investment research to a select group of retail and wholesale clients. Since March 2010, IIR (the Aegis Equities business was sold to Morningstar) has operated independently from Aegis by former Aegis senior executives/shareholders to provide clients with unparalleled research that covers listed and unlisted managed investments, listed companies, structured products, and IPO's.
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