FAQ

The Conscious Investor Fund is a managed investment fund for wholesale investors, built on the proprietary Conscious Investor® methodology developed by Teaminvest. It’s more than just a fund using advanced software—it’s a philosophy that prioritises alignment between your values, your investments, and the impact those investments have on society and the environment. The Fund aims to preserve and grow your wealth with peace of mind, focusing on companies likely to deliver long-term earnings growth.

Being a Conscious Investor means looking beyond “profit at any cost.” The Fund only invests in businesses with strong earnings growth, responsible management, and a positive impact on all stakeholders. Our managers only make money when you do, ensuring true alignment. The Fund leverages decades of Teaminvest’s research, the unique Conscious Investor® software, and the collective wisdom of over 500 successful business leaders and investors.

The Fund has a proven track record. Over the past three years, it’s delivered an average annual return of 9.25%, outperforming the ASX All Ordinaries index. Since inception in 2013, an initial $1 million investment would now be worth nearly $3 million after fees and expenses, excluding distributions. The Fund’s performance is audited and reported transparently to members.

The minimum investment in the Conscious Investor Fund is $500,000. This ensures the Fund remains focused on sophisticated, wholesale investors seeking a high-quality, long-term approach.

The Fund uses proprietary Conscious Investor® software to screen for high-quality ASX-listed companies based on strict financial and qualitative criteria. The investment team, supported by the Teaminvest community, then conducts deep research to select the most promising companies. The process also includes ESG (environmental, social, and governance) considerations.

The Fund primarily invests in 15–20 leading ASX 200 stocks. However, it takes a flexible approach—holding cash or other assets when market conditions are less favourable—to preserve capital and maximise returns.

Risk management is at the core of the Fund’s approach. We avoid companies with high debt or negative industry trends, use technical analysis to avoid overpaying, and may use derivatives to hedge large positions. The Fund can also move to cash or off-market assets if conditions warrant, always aiming to protect your capital.

The Fund is managed by Michael Baragwanath and Howard Coleman, both highly experienced professionals. Michael has over 17 years in financial services, and Howard brings more than 45 years’ experience, including as a founding director of Teaminvest and TIP Group. Their decisions are backed by the collective insights of the Teaminvest community.

Yes, you can add to your investment each month with a minimum top-up of $500, and there are no fees for additional contributions.

Members receive regular, transparent reports with detailed explanations of investment decisions and fund performance. The managers are accessible and responsive to member queries, providing ongoing stewardship for your wealth.

The Fund is operated by TIP Group (Teaminvest Private), an ASX-listed company with a strong reputation for integrity and performance.

Our mission is to provide stewardship for members’ wealth by identifying likely Wealth Winners® and avoiding Capital Killers, using unique software and processes. Our vision is for members and their families to see the Fund as a core part of growing and preserving their wealth—while investing in companies that add value to society.