TDGF Performance

31 Dec 2021

Period
FYTD
12 Months
3 Years (p.a.)
5 Years (p.a.)
Since inception (May 2016)
Compound annual return

Teaminvest Diversified Growth Fund

3.74%

5.80%

3.22%

6.98%

55.14%

8.31%

TDGF Unit Prices

31 Dec 2021

The Teaminvest Diversified Growth Fund is an open-ended wholesale ‘Fund of Funds’.

The Fund provides investors access to a diversified portfolio of growth investments including Australian and International Equities via the Conscious Investor® Fund; High Yield Asset-Backed Corporate Debt via EM Commercial Finance; and Private Equity via Teaminvest Private.

We aim to deliver an absolute return over time that is not directly correlated to the equity market indices. The TDGF may be considered for an investor's "Alternatives" portfolio allocation and a means to access the Teaminvest methodology of analysis.

TDGF has specifically chosen to invest in Teaminvest related entities due to their unique and rigorous approach to investing.


More information about each Fund Manager’s investment process can be found by requesting a copy of our Information, but all three require potential investments to pass through significant hurdles. All Teaminvest entities use the Teaminvest investment methodology, a powerful approach to investing that analyses the commercial features of each business along with its board and senior management.


Teaminvest doesn’t just look at whether an investment can be profitable, but seeks to understand how and why a business makes money and to identify risks that could endanger future revenue and profit. Doing so has led to a history of strong and stable investor returns.


* Past performance is not an indicator of future performance. The investment return objective is not a forecast, and the Fund may not be successful in meeting its objective, nor is the return of capital.


TIP Trustees Limited (ACN 094 017 034) (TIP) is the Trustee of the Teaminvest Diversified Growth Fund (Fund). The information contained in this document was not prepared by TIP but was prepared by other parties. While TIP has no reason to believe that the information is inaccurate, the truth or accuracy of the information contained in this document is not warranted or guaranteed by TIP. Anyone receiving this document must obtain and rely upon their own independent advice and enquiries. Investors should consider the Information issued by the Trustee before making any decision regarding the Fund. The IM contains important information about investing in the Fund and it is important investors obtain and read a copy of the IM before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. You should also consult a licensed financial adviser before making an investment decision in relation to the Fund. Past performance is not indicative of future performance.


Limitation of liability: Whilst all care has been taken in preparation of this report, to the maximum extent permitted by law, TIP will not be liable in any way for any loss or damage suffered by you through use or reliance on this information. TIP’s liability for negligence, breach of contract or contravention of any law, which cannot be lawfully excluded, is limited to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you.