Find out
your risk
profile

About
Synergy

This is a discretionary investment management service (DIMS) provided by Consilium NZ Limited (Consilium). Under a DIMS, the provider invests your money on your behalf in financial products, such as managed funds, to gain exposure to New Zealand and international shares, cash and fixed interest investments, and charges fees for the service.

Consilium has over $3 billion of funds under advice as at 30 September 2018.

You will hold the financial products through a custodian. The types of investments that Consilium can invest your money in, and the fees, are described in the Investment Proposal. You will be relying on the investment decisions that Consilium makes. The value of the investments made for you may go up or down. The DIMS is called the Synergy Investment Programme (‘Synergy’).

 

How Synergy
Works?

1.

Require evidence

We utilise peer-reviewed academic evidence to make decisions.

2.

Diversify widely

We diversify into over 40 countries and 10,000 companies.

3.

Keep costs low

We negotiate, and only pay for real value.

4.

Target returns

We own investments that provide access to market premiums.