Clime Investment Management : Shareholder Update

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Operational Update

Annick Donat, Chief Executive Officer

AGM 2021 DECEMBER

Disclaimer

onlyThe information contained in this presentation is published by Clime Investment Management Limited (Clime). It is based on information contained within the Clime FY2021 Annual Report.

The information contained herein is not intended to be advice and does not take into account useyour personal circumstances, financial situation and objectives. The information provided h rein may not be appropriate to your particular financial circumstances and we encourage you to obtain your own independent advice from your Financial Adviser before making any investment decision. Please be aware that investing involves the risk of capital loss and past

results are not a reliable indicator of future performance and returns. personalr

Contents onlyuse

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4	September Quarter Update: Q1 FY22
5	Funds Under Management & Advice (FUMA)
6	Clime Gross FUM ($M)
7	2022 - 2025 Strategy Map
8	Strong fund performance
9	Educating the advice community
10	Private Wealth client events
11	Ralton Asset Management
12	Current trading and Q3 momentum
13-14	Clime in the media

September Quarter Update: Q1 FY22
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use	Key performance drivers
personalr	 Increased advice activity across Madison Financial Group
 New business growth in Private Wealth

 Australian Income funds outperformance vs benchmark  Smaller Companies fund outperformance vs benchmark  Rationalisation of operating systems

The results have also benefitted from solid growth in Funds Under Management and Advice (FUM&A), now $5.3 billion, improved operating earnings, and solid balance sheet returns.

Funds Under Management & Advice (FUMA)
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Fu ds Under Management and Advice (FUMA) as at 30 September 2021 exceeds $5.3 billion
	FUMA: Q1 FY22
usepersonalr	This is comprised of:
• Private Wealth growth
	• Clime Capital Notes conversion
	• New business growth - retail platforms