Consilium Portfolios

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80% Growth / 20% 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

80% Growth
20% Income

Suitable for investors with an investment time horizon of at least 10 years before seeking to spend large amounts of their portfolio. This portfolio is targeting above average portfolio growth and should suit investors comfortable accepting high volatility.

Portfolio Performance

Period ending 30 September 2024
1 year	3 years	5 years	Since inception
19.11%	4.53%	7.72%	8.72%

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	17.0%
Dimensional Australian Sustainability Trust	Australia	Australasian Equities	8.0%
Kernel Global ESG Fund (NZD)	New Zealand	International Equities	7.0%
Dimensional Global Sustainability PIE Fund (NZD)	New Zealand	International Equities	15.0%
Evidential Sustainable Targeted Factor Fund	New Zealand	International Equities	27.5%
Dimensional Emerging Markets Sustainability Trust	Australia	International Equities	5.5%
Harbour NZ Corporate Bond	New Zealand	New Zealand Fixed Interest	5.0%
Evidential Sustainable Global Bond Fund (NZD)	New Zealand	International Fixed Interest	13.0%
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.