Synergy Portfolios

Synergy offers portfolios that are constructed by Consilium based on research and recommendations from three highly experienced investment teams.

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Consilium Portfolios

There are 24 different portfolios to choose from, including nine socially responsible investing (SRI) portfolios and six portfolios that are comprised only of portfolio investment entity (PIE) funds.

The Consilium series of portfolios is highly diversified and utilises an evidence-based investment philosophy that is firmly grounded in investment theory.

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MyFiduciary Portfolios

The MyFiduciary series of six portfolios is developed using a ’core-satellite’ approach. The ‘core’ exposures within the portfolios are generally comprised of a diversified low-cost funds, and the ‘satellite’ exposures are more actively managed funds.

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