Unit trusts offer the potential for capital growth and dividend income. Other benefits include
- Potential tax efficiency
- The protection afforded by Collective Investment Scheme legislation.
With unit trusts forming an integral part of a holistic investment portfolio, Consilium are proud to offer clients two world-class funds that have exposure to local and offshore markets– namely the Consilium BCI Flexible Fund and the Consilium BCI Worldwide Flexible Fund:
The Consilium BCI Flexible Fund is a flexible portfolio, having the primary objective of providing clients with long-term capital growth and a reasonable level of income.
The primary objective of the portfolio is to provide clients with long term capital growth and a reasonable level of income. In achieving this objective, the investments to be acquired for the portfolio may comprise of a mix of equity securities, property shares, property related securities, non-equity securities, government and corporate bonds, preference shares, money markets instruments and assets in liquid form. This fund complies with Regulation 28.
Worldwide Flexible Fund
The Consilium BCI Worldwide Flexible Fund is a worldwide flexible portfolio that aims to provide clients with high-long term total returns.
The portfolio may invest in financially sound global and local equity securities, government corporate and inflation linked bonds, debentures, non-equity securities, property shares, property-related securities, preference shares, money market instruments and assets in liquid form.