SLC Capital Competitors

Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.

Wilson Asset Management has a track record of making a difference for shareholders and the community for 28 years. As the investment manager for nine leading LICs: WAM Capital (ASX: WAM), WAM Leaders (ASX: WLE), WAM Global (ASX: WGB), WAM Microcap (ASX: WMI), WAM Alternative Assets (ASX: WMA), WAM Research (ASX: WAX), WAM Active (ASX: WAA), WAM Strategic Value (ASX: WAR) and WAM Income Maximiser (ASX: WMX); and three unlisted funds, Wilson Asset Management invests more than $6 billion on behalf of more than 130,000 retail and wholesale investors. Wilson Asset Management created and is the lead supporter of the first LICs to deliver both investment and social returns: Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG), as well as Future Generation Women. Wilson Asset Management advocates and acts on behalf of retail investors, is a member of the global philanthropic Pledge 1% movement, is a significant funder of many Australian charities and provides all team members with $10,000 each year to donate to charities of their choice. All philanthropic investments are made by Wilson Asset Management and not the LIC.

We are objective based investors and seek to deliver strong risk-adjusted total returns. Clime’s investment objectives are aligned with our clients investment objectives and are centred on helping everyday Australians achieve security in their retirement. At Clime our investment goals are to; – Grow your retirement savings, – Guard your retirement savings along the way, and – Generate meaningful retirement income We don’t focus on; – Peer group surveys, – Traditional benchmarks, – Short-term returns, or – Tracking error Because none of these things will help you achieve security in your retirement. Clime’s investment approach – Focusses on best ideas and selective opportunities – Forgets traditional benchmarks and peer group surveys, and – Manages total risk We seek to deliver a smooth profile of returns over a five to seven year investment horizon and are cognisant of the old adage that “the best way to make money, is to not lose it in the first place”