Evidence-based strategies propel Consilium funds above $1 billion

Consilium has seen its two sustainable PIE funds reach a combined $1 billion in assets under management. This milestone shows New Zealanders' growing interest in tax efficient, research-backed sustainable investments.

The Evidential Sustainable Global Bond Fund (ESGBF) and the Evidential Sustainable Targeted Factor Fund (ESTFF) have taken off since their launches. ESGBF, which started in June 2022, now manages $455 million. The newer ESTFF, launched just eight months ago in April 2023, has already reached $549 million.

Scott Alman, Consilium's Managing Director, says, "We're excited to see such strong uptake of our PIE funds. This rapid growth shows the demand for evidence-based investing is very strong, especially when strategies include increased sustainability considerations."

ESTFF, in particular, is unique in New Zealand, offering access to 'value' and 'profitability' factors in international small and mid-sized companies through a PIE tax structure. It’s accessing parts of the market where the highest long-term returns can be found and delivering those returns in a highly tax efficient way.

"Our funds are filling an important gap," Alman explains. "Investors can now match their portfolios with their values while targeting areas of the market that research suggests perform better in the long run."

Through its strong advocacy of evidence-based investing in New Zealand, Consilium is leading a shift in how people invest. Damon O’Brien, Consilium's Investment Director, adds, "The success of our sustainable funds shows that investors don't have to choose between their values and potential returns.

We're proving you can invest sustainably while aiming for strong long-term performance."