The Conscious Investor® Fund is a wholesale fund focused on long-term value by investing in quality companies. Investing primarily in ASX and Internationally listed securities, it also invests in carefully chosen unlisted companies.
The Fund focuses on companies that will continue to increase their earnings year after year. The chart shows how much the average earnings per share have grown over the years, a general indicator of future growth of capital gains and dividends. The next chart shows the overall dollar growth.
The chart is based on the growth of the dollar value of an actual investment in the Fund since April 2014 after any success fees and assuming distributions are reinvested. Over this time, an investment of $1.0m. grew to 1,356,764.35. This a total growth of 35.68%, an average of 10.32% per year.