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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.

Growth of $1,000,000

Portfolio Value and Earnings

The chart shows that an investment of $1 million in April 2014 would now be worth $1,338,333.00 after any success fees and assuming distributions are reinvested. The chart also shows the month-by-month growth of average earnings per share (EPS) of companies in the Fund (weighted according to the sizes of the investments). We see the two charts track each other over time: sometimes the portfolio value runs ahead of the EPS, sometimes it lags behind. But over time, growth in average earnings is reflected in growth of portfolio value. This is why the Fund focuses on companies that increased their earnings year after year in the past with every sign that they will continue to do so in the future.

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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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