Consilium Portfolios

Consilium Classic

20% Growth
80% Income

Suitable for investors with an investment time horizon of at least 3 years before seeking to spend large amounts of their portfolio. This portfolio has an emphasis on capital preservation and should suit investors able to accept a small amount of volatility.

Portfolio Performance

Period ending 31 March 2025
1 year 3 years 5 years Since inception
5.83% 3.96% 3.96% 4.05%

Investment Objective

The investment objective of the portfolio is to outperform the respective index portfolio as defined by the benchmarks below. Performance is evaluated on a gross basis (before tax, fees and other expenses have been taken into account) over the period of the minimum time horizon for which the portfolio is stated as being suitable.