The Conscious Investor® Fund provides long-term value by investing in outstanding ASX and Internationally listed securities:
Growth with Peace of Mind.

Increasing Earnings

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

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 $100,000. 

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Diversity and Wealth Creation


Wealth Creation

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. 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 following 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 (This is performance of the equities only assuming dividends are reinvested: it does not take into account cash holdings or performance fees.)
Membership Focus, No FUM Fees
Membership Focus
Fixed Monthly Subscription
Simple Fee Structure
Transparent Success Fee
Perceptive Company Reports
Powerful Number-Crunching Filters
Proven Filters
Stable Growth
High Return on Equity
Warren Buffett Focus
Verified Research
Companies with Increasing Profitability
Established Products and Services
Strong Economic Moats
Measured Future Risks
Shareholder-Focused Remuneration
Clear Future with Owner’s Outlook
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