The Conscious Investor Fund:


Growth with Peace of Mind

This fund is open to wholesale or sophisticated investors and those who otherwise meet the definition of an eligible investor as defined in the Information Memorandum.



Fund Overview

Wholesale investors only

Discover the Conscious Investor ® Fund, where strategic growth meets convenience. With easy access to international markets and streamlined estate planning, this fund is crafted for investors ready to expand their horizons and secure their financial future through strategic investment growth and wealth management solutions.

The minimum initial investment is $500,000, with the flexibility to increase your investment monthly, starting with a minimum of $500.

Key Benefits

Invest with Confidence:

Align your portfolio with a fund designed for growth and stability, leveraging our expertise in investment strategies and financial security experience strategies.

Simplify Your Legacy:

Enjoy peace of mind with our streamlined estate planning solutions, ensuring effective wealth transfer and legacy planning.

Expand Your Horizons:

Access international markets with ease and diversify your investments, supported by our innovative wealth management solutions.

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

It’s how we invest that makes us different

Simple rules

Rule No 1 - Don't lose money. 

Rule No. 2 - Never Forget Rule Number 1.

Wisdom of crowds

Our Selected Shareholders and Corporate Advisers find, create and review opportunities.

SMaRT

We look for investments with strong Moats, low Risk and where we can Trust management.

Due Diligence

It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price.

Proprietary Tools

We leverage our Conscious Investor® software developed with 40 years of research mathematics.

Patience

Our favourite holding period is: forever.

Performance

24.59 %
Return in last 12 months

9.25 %
Return in last 3 years

250.08 %
Return since inception

11.79 %
Compound Annual Return

as at 30th Nov 2024

*Past performance is not indicative of future performance

   Month by Month Performance 

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Latest investment insights


Asset Allocation



Diversification



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.

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Ready to take the next step in your investment journey?

Information Memorandum 
Application Form for Individuals
Fund Summary



*This fund is open to wholesale or sophisticated investors and those who otherwise meet the definition of an eligible investor as defined in the Information Memorandum.

These classifications are defined in the Corporations Act, 2001 and typically prohibit investors who intend to invest less than $500,000 unless their accountant is able to certify their net worth exceeds $2.5million AUD.

Those who do not qualify may wish to review our retail investment offer which is open to all Australian Investors.

Book a chat with our team

F A Qs

We have a membership focus with a fixed monthly subscription fee. 

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

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

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

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

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

Companies must have consistently high return on equity with limited debt; any debt must be used responsibly. The filters are based on the principles and ideas of Warren Buffett, the world’s greatest investor.

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

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

Companies must be like castles fending off competitors, attracting customers, and relentlessly strengthening their moats. All businesses have risks: the TeamInvest approach ensures that these risks are understood, quantified and allowed for.

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

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