Teaminvest Diversified Growth Fund (TDGF) provides investors access to a diversified portfolio of growth investments including:
Australian and International Equities via the Conscious Investor Fund ( by itself only available to wholesale investors with minimum entry $500K ) In the period April 2014 to September 2016, the Conscious Investor® Fund, after fees, outperformed the ASX 200 Accumulation Index (the ASX 200 plus the value of dividends) by 22.64%
High Yield Asset-Backed Corporate Debt via EM Commercial Finance; ( newly started, so no performance figures )
Private Equity via Teaminvest Private : in 3 yr period FY14 - FY16 outperformed ASX200 by over 20% each year
Minimum investment: $20,000
Establishment fee: Nil
Investment Management Fee: 1.50% per annum
Performance fee: 20% of any Fund Performance greater than a 6% per annum Hurdle Rate
Key people : Howard Coleman, Mark Moreland, Dr John Price
