Synergy 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.
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.