Consilium Portfolios

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20% Growth / 80% Income Portfolio

Classic
- 20/80
- 30/70
- 40/60
- 50/50
- 60/40
- 70/30
- 80/20
- 90/10
- 98/2
SRI
- 20/80
- 30/70
- 40/60
- 50/50
- 60/40
- 70/30
- 80/20
- 90/10
- 98/2
PIE
- 30/70
- 40/60
- 50/50
- 60/40
- 80/20
- 98/2

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 30 September 2024
1 year	3 years	5 years	Since inception
10.85%	1.11%	-	3.51%

Portfolio performance disclaimer

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.

Portfolio Holdings as at 12 March 2024

Asset	Country of origin	Asset type	Allocation
Harbour Sustainable NZ Shares Fund	New Zealand	Australasian Equities	5.0%
Dimensional Australian Sustainability Trust	Australia	Australasian Equities	2.0%
Kernel Global ESG Fund (NZD)	New Zealand	International Equities	5.0%
Evidential Sustainable Targeted Factor Fund	New Zealand	International Equities	6.5%
Dimensional Emerging Markets Sustainability Trust	Australia	International Equities	1.5%
Harbour NZ Corporate Bond	New Zealand	New Zealand Fixed Interest	25.0%
Dimensional Two-Year Sustainability Fixed Interest Trust (NZD)	Australia	International Fixed Interest	35.0%
Evidential Sustainable Global Bond Fund (NZD)	New Zealand	International Fixed Interest	18.0%
Cash management account*	New Zealand	Cash and Cash Equivalents	2.0%
Total			100%

Note

*Cash is in an on call facility held by ANZ Bank New Zealand Ltd. ANZ Bank has a Standard & Poor's short term rating of A-1+. This indicates that ANZ Bank’s capacity to meet its financial commitment on these obligations is extremely strong.