The Conscious Investor® Fund provides long-term value by investing in outstanding Australian and International companies: Growth with Peace of Mind.

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Learn more about the Conscious Investor Fund and the methods that drive our investment approach.

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Increasing Earnings

The Fund focuses on outstanding Australian and international companies with clear signs profits and earnings will continue to grow year after year. The chart shows the growth of weighted average earnings per share for companies in the Fund, an indicator of future growth of capital gains and dividends.

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Average EPS Growth

Conscious Investor Fund Growth

Growth of True Dollars

The chart is the growth of true dollars based on actual investments in the Fund since inception in February 2013 after any success fees and assuming distributions are reinvested. The chart shows the growth of an investment of $100. For percentage performances, click here.

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Using Conscious Investor®, the Fund scans 1000s of companies looking for the best of the best. These companies are thoroughly examined individually to test whether they are suitable investments: we want outstanding investments in each sector. We particularly focus on sectors within broad themes with strong tailwinds in today’s world such as health maintenance and care, automation and exploitation of routine tasks, and the move to a cashless society with efficient financial data management.

Diversity and Wealth Creation

Wealth Creation

The Fund focuses on Australia and the US. Via the US market, we focus on global companies with preeminent brands known around the world. The adjacent chart shows the average annual total shareholder return of the Fund equity investments via the New York Stock Exchange, the NASDAQ exchange and the Australian Securities Exchange since inception of the Fund in February 2013. (This chart is for information only. It is performance of the equities only portion of the Fund assuming dividends are reinvested: it does not take into account cash holdings or performance fees. Click here for overall performance after fees and expenses.)

Membership Focus,
No FUM fees

Membership Focus

Not just a number, our investors are Members of the Fund with regular information, reports and newsletters. We take seriously that Members entrust their money with us

Fixed Monthly Subscription

No matter how much you invest, the monthly Membership Subscription is fixed at $450.

Simple Fee Structure

No joining fees or fees based on funds under management FUM: we only make money when our Members make money.

Transparent Success Fee

The Success Fee means we focus on achieving a high return, not just on ‘beating the market’. The Fee is 20% of the excess above an annual return of 6%.

Perceptive Company Reports

Members receive reports on the largest holdings in the Fund covering strategy, success drivers, moats and risks.

Powerful Number- Crunching Filters

Proven Filters

We start by filtering 1000s of companies around the world using rigorous tests within proprietary software Conscious Investor®.

Stable Growth

The filters ensure that we focus on companies with strong and stable growth in sales and profits.

High Return on Equity

Companies must have consistently high return on equity with limited debt; any debt must be used responsibly.

Warren Buffet Focus

The filters are based on the principles and ideas of Warren Buffett, the world’s greatest investor.

Verified Research

Since 2000 an Australian Conscious Investor® research portfolio returned 18%pa; similarly for the USA.

Companies with
Increasing earnings

Established Products & Services

The Fund is not interested in risky startups or hopeful turnarounds: we only consider established companies with clear positions in their markets.

Strong Economic Moats

Companies must be like castles fending off competitors, attracting customers, and relentlessly strengthening their moats.

Measured Future Risks

All businesses have risks: the TeamInvest approach ensures that these risks are understood, quantified and allowed for.

Shareholder-Focused Remuneration

We check management incentives are aligned with what would benefit shareholders, not just themselves.

Clear Future With Owner's Outlook

The Fund chooses companies that are already highly profitable with a clear path to even higher earnings in the future.