Consilium Portfolios
Consilium SRI
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 December 2024 | |||
| 1 year | 3 years | 5 years | Since inception |
| 8.07% | 1.58% | - | 3.68% |
Investment Objective
The investment objective of the portfolio is to utilise socially responsible funds (where available) 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.