Consilium 
Invest
Traditional asset classes or alternatives — we target the growth and income you need, matched to your appetite and capacity for risk.
Motto
Performance is superficial without the right protections.
Strict risk management, consistent process, and first-rate client service sit alongside capital protection and compliance — across unit trusts, managed portfolios, and structured products.
Recognised
2016 Batseta Imbasa Yegolide — Balanced Fund Manager of the Year (Winner); Equities Fund Manager of the Year (Nominee).
Client-shaped
You’ve helped us evolve — diversity, succession, and sharper global-market advice.
Products
Choose a capability.
Unit Trust — Worldwide Flexible
Open-ended pooled funds where units move with the portfolio. Our Worldwide Unit Trust is a flexible, international equity-centric building block. The Consilium BCI Worldwide Flexible Fund seeks long-term capital growth plus interest and dividends across equities, bonds, property, prefs, and money markets — with offshore flexibility.
- Capital growth + income with diversification
- Liquidity and tax-efficient CIS regulation
- Comparable, transparent structures
Structured Products
Customised risk-return profiles — often with capital awareness and defined upside. Suite includes MSCI ACWI, SWIX, CAP SWIX, S&P, S&P Plus, R2030, Top 40 Defender, and bespoke notes. Alpha Transport targets return above benchmark (e.g. MSCI +1½%, CAP SWIX +2½%).
Pension Fund
Consistent performance supported by proprietary research, personal service, strict compliance, structured processes, flexibility, and total transparency.
Cash Management
Corporate cash and money-market solutions with call-account flexibility. Income funds may use longer bonds alongside institutional money-market funds.
Share Trading
Best-price execution on the JSE and global markets under a best-execution policy. Speak with the team via the contact page for access details.