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Invest
Whether we’re utilising traditional asset classes or alternative investments,
we target performance that takes into account the capital growth and income you need, as well as your appetite and ability to take on risk.Our internal motto?
Performance is superficial without the right protections in place.
You’ve helped us evolve
One of the core beliefs at Consilium Capital is that our business must keep evolving to serve the changing needs of our clients, and to stay abreast of the changing investment landscape. As a result, we’ve doubled down on our efforts to create a business characterised by:
- A client-centric DNA
- A culture that is not just sensitive to but committed to the diversity of our country
- Strong succession planning
One of the notable consequences of these changes is this: we’ve become an investment partner that better understands the realities of South Africa, which enables us to give you advice based on those truths.
We’ve been recognised
At the 2016 Batseta Imbasa Yegolide Awards, Consilium Capital was recognised for the following:
- Balanced Fund Manager of the Year: Winner
- Equities Fund Manager of the Year: Nominee
Your trust matters to us
We know how uncomfortable it is to lose money. It’s why capital protection and regulatory compliance are paramount across our offerings, including the unit trusts, managed portfolios, and structured products we construct for our clients.
The investment philosophy that has sustained us
- Adhering to strict risk management principles
- Targeting consistent performance
- Delivering first-rate client service
Unit Trust
A unit trust is an open-ended investment, where multiple investors invest their money into a single fund managed by a dedicated portfolio manager. Each investor receives 'units' from that portfolio, which change in value as the value of the portfolio fluctuates.
Worldwide Unit Trust
This Fund is a flexible international equity centric fund benefitting from a dedicated, experienced, and committed team and serves as our primary portfolio building block.
Benefits of our unit trusts:
Potential for both capital growth and dividend/interest income
Use of diversification to improve the risk-return profile
Highly liquid in nature
Can be used for tax efficiency purposes
Highly regulated through the Collect Investment Scheme (CIS) legislation
Easily comparable to other unit trusts
Consilium BCI
Long-term capital growth, supplemented by interest and dividend income, is the primary goal of this fund,
which invests locally and globally across these asset classes:
- Listed equities
- Government, corporate, and inflation linked bonds
- Debentures
- Property shares and property-related securities
- Preference shares
- Money market instruments
Given the category into which this fund falls – worldwide flexible – it has less restrictions on the desired allocation to offshore assets.
Combine this with the wide range of asset classes into which it can invest and the fund manager has the flexibility to build a truly global investment portfolio.
Download Factsheet
Structured Products
At times traditional investments do not have the risk-return profile an investor requires. Structured products offer the opportunity to meet customised risk-return. Usually this involves some element of capital guarantee, made possible by capping the client’s upside investment potential.
At Consilium Capital, we offer a bespoke range of structured products. This suite extends from MSCI All Country World Index, SWIX, CAP SWIX, S&P, S&P Plus, R2030 to our flagship Top 40 Defender and client-tailored & market-linked investments.
Alpha Transport
Allows the investor to generate a consistent return above a chosen benchmark. This return is usually achieved by enhancing the benchmark with bonds.
The MSCI +1 ½% (Client chosen benchmark of choice+1 ½%) is currently popular as is CAP SWIX +2 ½% is too.
Pension Fund
Among our diverse investment product offering, we’re particularly proud of our pension fund solutions. The performance generated, and the service we’ve delivered, has seen us garner meaningful appreciation from our clients over time.
Benefits of our pension fund offering include:
Consistent performance
Proprietary research
Personal service and approachability
Strict internal compliance
Structured and definable investment processes
The flexibility to maximise opportunities
Total transparency
Cash Management
Consilium Capital offers you access to Corporate Cash Management and easy access to managed Money Market Funds.
Corporate managed systems give you the flexibility of a call account and a variable interest rate return on any given day with the flexibility of switching into higher yielding money market funds seamlessly
Income Funds
Our income funds are similar to money market funds and have enhanced returns generated by the Manager of the chosen fund buying longer maturity corporate and government bonds thus enhancing returns. Consilium Capital make extensive use of a limited number of money market funds, including ABSA, NEDBANK and Investec Funds.
Section 12 J
Consilium Capital, as an agent, has promoted and supported the CUBE Capital Investment for the past 3 years. The CUBE is a Section 12J fund managed by The Capital Hotels & Apartments. We have provided our clients with a unique opportunity to invest in this (tax enabled) low risk investment with excellent returns exceeding 50% ROE.
TIPS
(Transformation Investment Portfolios)
Under current consideration is this support of an impact fund intended to optimise value for special purpose vehicles benefitting qualifying BEE shareholders.
Share Trading
Clients seeking to buy or sell at best price execution only orders, on both the JSE and/or multiple primary global exchange.
CCSA adhere to a best execution policy framework to which we adhere in the efficient execution of orders circumstantially and by factors of import or our non-retail clients. Execution Policy by request- the email address is mark@consiliumsa.co.za
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Unit Trust
Unit Trust
A unit trust is an open-ended investment, where multiple investors invest their money into a single fund managed by a dedicated portfolio manager. Each investor receives 'units' from that portfolio, which change in value as the value of the portfolio fluctuates.
Worldwide Unit Trust
This Fund is a flexible international equity centric fund benefitting from a dedicated, experienced, and committed team and serves as our primary portfolio building block.
Benefits of our unit trusts:
Potential for both capital growth and dividend/interest income
Use of diversification to improve the risk-return profile
Highly liquid in nature
Can be used for tax efficiency purposes
Highly regulated through the Collect Investment Scheme (CIS) legislation
Easily comparable to other unit trusts
Consilium BCI
Worldwide Flexible FundLong-term capital growth, supplemented by interest and dividend income, is the primary goal of this fund,
which invests locally and globally across these asset classes:- Listed equities
- Government, corporate, and inflation linked bonds
- Debentures
- Property shares and property-related securities
- Preference shares
- Money market instruments
Given the category into which this fund falls – worldwide flexible – it has less restrictions on the desired allocation to offshore assets.
Latest Factsheet
Combine this with the wide range of asset classes into which it can invest and the fund manager has the flexibility to build a truly global investment portfolio.
Download Factsheet
-
Structured Products
Structured Products
At times traditional investments do not have the risk-return profile an investor requires. Structured products offer the opportunity to meet customised risk-return. Usually this involves some element of capital guarantee, made possible by capping the client’s upside investment potential.
At Consilium Capital, we offer a bespoke range of structured products. This suite extends from MSCI All Country World Index, SWIX, CAP SWIX, S&P, S&P Plus, R2030 to our flagship Top 40 Defender and client-tailored & market-linked investments.
Alpha Transport
Allows the investor to generate a consistent return above a chosen benchmark. This return is usually achieved by enhancing the benchmark with bonds.
The MSCI +1 ½% (Client chosen benchmark of choice+1 ½%) is currently popular as is CAP SWIX +2 ½% is too. -
Pension Fund
Pension Fund
Among our diverse investment product offering, we’re particularly proud of our pension fund solutions. The performance generated, and the service we’ve delivered, has seen us garner meaningful appreciation from our clients over time.
Benefits of our pension fund offering include:
Consistent performance
Proprietary research
Personal service and approachability
Strict internal compliance
Structured and definable investment processes
The flexibility to maximise opportunities
Total transparency
-
Cash Management
Cash Management
Consilium Capital offers you access to Corporate Cash Management and easy access to managed Money Market Funds.
Corporate managed systems give you the flexibility of a call account and a variable interest rate return on any given day with the flexibility of switching into higher yielding money market funds seamlesslyIncome Funds
Our income funds are similar to money market funds and have enhanced returns generated by the Manager of the chosen fund buying longer maturity corporate and government bonds thus enhancing returns. Consilium Capital make extensive use of a number of a limited number of money market funds, including ABSA, NEDBANK and Investec Funds.
-
Section 12 J
Section 12 J
Consilium Capital, as an agent, has promoted and supported the CUBE Capital Investment for the past 3 years. The CUBE is a Section 12J fund managed by The Capital Hotels & Apartments. We have provided our clients with a unique opportunity to invest in this (tax enabled) low risk investment with excellent returns exceeding 50% ROE.
-
TIPS
TIPS
(Transformation Investment Portfolios)
Under current consideration is this support of an impact fund intended to optimise value for special purpose vehicles benefitting qualifying BEE shareholders.
-
Share Trading
Share Trading
Clients seeking to buy or sell at best price execution only orders, on both the JSE and/or multiple primary global exchange.
CCSA adhere to a best execution policy framework to which we adhere in the efficient execution of orders circumstantially and by factors of import or our non-retail clients. Execution Policy by request- the email address is mark@consiliumsa.co.za