Consilium Portfolios

Consilium Classic

60% Growth
40% Income

Suitable for investors with an investment time horizon of at least 7 years before seeking to spend large amounts of their portfolio. This portfolio is targeting moderate portfolio growth and should suit investors
comfortable accepting a moderate amount of volatility.

Portfolio Performance

Period ending 30 June 2025
1 year 3 years 5 years Since inception
9.93% 9.31% 7.64% 7.14%

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.