The Conscious Investor® Fund provides long-term value by investing in outstanding ASX and Internationally listed securities:
Growth with Peace of Mind.
The Fund focuses on outstanding Australian and international companies with all the signs that they will continue to increase their profits and earnings year after year. The chart shows how much the average earnings per share for companies in the Fund have grown over the years, a general indicator of future growth of capital gains and dividends. The next chart shows the matching overall growth of a $100k portfolio in actual 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. Over this time, the chart shows an investment of $100,000 grew to $178,331.50. This a total growth of 78.3%. As an example, over the past 3 years the Fund has averaged 17.0% per year compared to 11.5% for the S&P/ASX 200 accumulation index.
|Using Conscious Investor®, the Fund scans 1000s of companies looking for the best of the best. Next, 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.)|