Consilium Portfolios
Consilium Classic
30% Growth
70% Income
Suitable for investors with an investment time horizon of at least 4 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 30 June 2025 | |||
| 1 year | 3 years | 5 years | Since inception |
| 7.75% | 6.17% | 4.18% | 4.86% |
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.