The Conscious Investor Fund
- Company typePublic
- Founded2013
- HeadquartersSydney, Australia
- Headcount—
- GTM typeB2C
- OfferingServices
The Conscious Investor Fund firmographics
Firmographics- Name
- The Conscious Investor Fund
- Legal name
- Teaminvest Pty Ltd
- Website
- https://consciouscapital.com.au
- Company type
- Public
- Founded year
- 2013
- Operating status
- Operating
- Ownership category
- akta.pro rank
The Conscious Investor Fund industry classification
Industry- Product category
- Active Equity Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)
Keywords
Where The Conscious Investor Fund is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
The Conscious Investor Fund business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fund Management Fees: The Conscious Investor Fund charges management fees for overseeing the investment portfolio. Performance fees may also apply ensuring alignment between managers and investors — managers only earn fees when the fund performs well.
- Teaminvest Membership Subscriptions: Teaminvest offers two membership tiers — Pathways Membership with one-time joining fee of $6,900 plus annual charge of $8,100, and Full Membership (by invitation only) with joining fee of $12,900 and annual charge of $10,800 per annum. Membership provides access to Conscious Investor software and member services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Wholesale Investor Fund — Minimum $500,000 |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
The Conscious Investor Fund product offering
Product offeringCore offering
The Conscious Investor Fund is a managed investment fund that invests in 15–20 high-conviction Australian and international listed companies using a proprietary 27-factor quantitative screen (STRETD methodology) to identify Wealth Winners® and eliminate Capital Killers®. Open to wholesale and sophisticated investors with a minimum initial investment of $500,000, the fund applies a three-step disciplined process combining quantitative filtering, qualitative SMaRT analysis, and valuation with margin of safety rooted in Graham and Buffett principles.
Product overview
The Conscious Investor Fund operates as a fund management business offering two distinct investment fund products — the Conscious Investor Fund (wholesale, minimum $500,000) and the Teaminvest Access Fund (retail-accessible, minimum $10,000) — both built on the proprietary Teaminvest investment methodology rooted in Graham and Buffett principles. These funds are complemented by Teaminvest Membership (Pathways and Full tiers), which provides individual investors with access to the Conscious Investor® proprietary software, structured education through Masterclasses and webinars, and a collaborative community of over 600 investors. The software serves as the quantitative foundation for fund stock selection and member portfolio analysis.
Differentiator
Problem solved
Functional benefit
Products and services
- Conscious Investor Fund A high-conviction, quality-focused equities fund applying the proprietary Teaminvest investment methodology. Invests in 15–20 outstanding Australian and international companies with clear signs of growing earnings and profits, seeking long-term value and capital compounding through a three-step process (quantitative screening, qualitative SMaRT analysis, valuation with margin of safety). Open to wholesale or sophisticated investors with a minimum initial investment of $500,000 and monthly top-ups from $50,000.
- Teaminvest Access Fund A flexible, high-conviction equities fund accessible from $10,000 and open to retail, wholesale, and sophisticated investors. Invests primarily in Australian listed companies using the same Graham & Buffett-inspired Teaminvest methodology as the Conscious Investor Fund, with off-market capital protection features.
- Teaminvest Membership An exclusive membership organisation providing self-directed investors with access to the Conscious Investor® proprietary software, comprehensive training via phone, email and webinars, 11 full-day face-to-face Masterclasses annually, historical database of past company reports and webinars, and world sharemarket data. Two tiers: Pathways Membership (joining fee $6,900 + $8,100/year) and Full Membership (joining fee $12,900 + $10,800/year, by invitation only).
Quantifiable outcome
- 260.45% total return since inception (10.09% p.a. as at 30 Jun 2026)
- +3 more outcomes
Companies that use The Conscious Investor Fund
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles3 records
The Conscious Investor Fund technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
The Conscious Investor Fund partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TIP Group (Teaminvest Private)coreTIP Group (Teaminvest Private) is an ASX-listed company that owns and operates the Conscious Investor Fund. The company is run by Andrew Coleman, the founder's son, ensuring continuity of vision and leadership. TIP Group provides the operational infrastructure and regulatory licensing (AFSL 334339) for fund management activities.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
The Conscious Investor Fund competitors and assessment
Company assessmentBroad incumbents
- Perpetual Limited: ASX-listed Australian wealth and asset manager offering managed funds, separately managed accounts and portfolio management services across Australian and global equities. Comparable as an established Australian asset manager serving wholesale and retail investors.
- Magellan Financial Group: ASX-listed Australian active equities manager focused on global equities for retail and institutional investors. Operates open-ended and closed-end funds with high-conviction quality approach, comparable to Conscious Investor Fund's quality-focused equities mandate.
Direct peers
- L1 Capital: Australian boutique fund manager running long-only and long-short equity strategies with high-conviction approach. Comparable to Conscious Investor Fund as an Australian-based active equities boutique focused on quality businesses for wholesale investors.
- Antipodes Partners: Australian/global equities boutique manager applying a disciplined value-driven investment approach. Comparable to Conscious Investor Fund as a high-conviction active equities manager targeting wholesale and institutional investors in Australian and global listed markets.
- Plato Investment Management: Australian boutique active equities manager running quality-focused strategies across Australian and global listed markets. Comparable to Conscious Investor Fund in boutique structure, quality-oriented investment philosophy and Australian equities focus.
- WAM Capital (Wilson Asset Management): ASX-listed boutique Australian value-focused equities fund manager with high-conviction methodology. Directly comparable to Conscious Investor Fund in philosophy, structure (listed investment company), and active management approach targeting quality/value Australian equities.
- Hyperion Asset Management: Australian boutique equities manager focused on long-term high-quality growth investments across Australian and global listed markets. Comparable to Conscious Investor Fund in boutique structure, quality-focused approach and active management philosophy.
- Investors Mutual: Australian boutique value-focused equities manager with multiple funds for retail and wholesale investors. Comparable to Conscious Investor Fund in active value-oriented Australian equities focus and boutique structure serving self-directed investors.
- SG Hiscock & Company: Australian boutique fund manager offering active Australian and global equities strategies for wholesale and retail investors. Comparable to Conscious Investor Fund in boutique structure, active equities focus and Australian market presence.
- Auscap Asset Management: Australian boutique equities manager running concentrated quality-focused long-only and long-short strategies for wholesale investors. Comparable to Conscious Investor Fund in high-conviction concentrated approach and boutique Australian active equities positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
The Conscious Investor Fund social profiles
Digital presenceThe Conscious Investor Fund compliance and trust
Trust signalCompliance1 record
The Conscious Investor Fund financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Conscious Investor Fund leadership team
Management profileNumber of profiles
Profiles4 records
The Conscious Investor Fund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Conscious Investor Fund M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Conscious Investor Fund
What does The Conscious Investor Fund do?
The Conscious Investor Fund is a managed investment fund that invests in 15–20 high-conviction Australian and international listed companies using a proprietary 27-factor quantitative screen (STRETD methodology) to identify Wealth Winners® and eliminate Capital Killers®. Open to wholesale and sophisticated investors with a minimum initial investment of $500,000, the fund applies a three-step disciplined process combining quantitative filtering, qualitative SMaRT analysis, and valuation with margin of safety rooted in Graham and Buffett principles.
Is The Conscious Investor Fund a public or private company?
The Conscious Investor Fund is a public company. It is classified as corporate owned and is currently operating.
When was The Conscious Investor Fund founded?
The Conscious Investor Fund was founded in 2013.
Where is The Conscious Investor Fund based?
The Conscious Investor Fund is headquartered in Sydney, Australia, in the Oceania region.
How does The Conscious Investor Fund make money?
Two revenue lines are on record. Fund Management Fees are the primary driver. The others are teaminvest Membership Subscriptions.
Who are The Conscious Investor Fund's main competitors?
Broad incumbents on record are Perpetual Limited and Magellan Financial Group. Direct peers are L1 Capital, Antipodes Partners, Plato Investment Management, WAM Capital (Wilson Asset Management), Hyperion Asset Management, Investors Mutual, SG Hiscock & Company and Auscap Asset Management.
Does The Conscious Investor Fund have an API?
No public API is recorded for The Conscious Investor Fund.
What industry is The Conscious Investor Fund in?
The Conscious Investor Fund's product category is Active Equity Fund Management. Its primary akta.pro industry code is FSAAAEAG, Target-Risk / Risk-Managed Allocation Funds. Its NAICS code is 523940 and its SIC code is 6282.