Lakehouse Global Growth Fund
OMF1140AU
Lakehouse Global Growth Fund OMF1140AU Strategy
The Investment Manager’s strategy for the Fund is to invest the majority of assets in a high conviction portfolio of 20 to 30 companies with expected long-term growth with a focus on mid- and large-capitalisation companies listed in developed markets. The Fund will typically hold 5% to 15% of assets in cash but may hold up to 20% based on the prevailing opportunity set.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Chart of the Week: The resounding impact of fees on your fund’s success
An updated look at the enduring predictive power of fees.
funds
Listed Investment Companies monthly performance: March 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Mark Mobius, legendary emerging - markets investor, dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,915.40 | 35.80 | 0.40% |
| CAC 40 | 8,258.26 | 142.51 | 1.76% |
| DAX 40 | 25,389.10 | 500.54 | 2.01% |
| Dow JONES (US) | 50,579.70 | 294.04 | 0.58% |
| FTSE 100 | 10,466.26 | 22.79 | 0.22% |
| HKSE | 25,606.03 | 219.51 | 0.86% |
| NASDAQ | 26,343.97 | 50.87 | 0.19% |
| Nikkei 225 | 65,158.19 | 1,819.12 | 2.87% |
| NZX 50 Index | 12,970.28 | 21.03 | -0.16% |
| S&P 500 | 7,473.47 | 27.75 | 0.37% |
| S&P/ASX 200 | 8,692.00 | 35.90 | 0.41% |
| SSE Composite Index | 4,112.90 | 35.62 | 0.87% |