Lakehouse Small Companies Fund
OMF6696AU
Lakehouse Small Companies Fund OMF6696AU Strategy
The Investment Manager’s strategy for the Fund is to invest in a high conviction portfolio of 15 to 30 small companies listed in Australia and New Zealand. The Fund will typically hold 5% to 15% of its capital in cash, depending on the Investment Manager’s opinion of the prevailing opportunity set, and may hold up to 10% of its capital in unlisted companies expected to IPO within 12 months.
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.
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,910.90 | 36.40 | 0.41% |
| CAC 40 | 8,156.93 | 16.34 | 0.20% |
| DAX 40 | 25,652.28 | 114.53 | 0.45% |
| Dow JONES (US) | 51,461.90 | 631.21 | -1.21% |
| FTSE 100 | 10,736.12 | 47.65 | 0.45% |
| HKSE | 24,604.29 | 109.49 | -0.44% |
| NASDAQ | 25,978.43 | 3.14 | -0.01% |
| Nikkei 225 | 64,136.25 | 213.25 | 0.33% |
| NZX 50 Index | 13,756.59 | 133.87 | 0.98% |
| S&P 500 | 7,551.81 | 33.92 | -0.45% |
| S&P/ASX 200 | 8,732.40 | 35.90 | 0.41% |
| SSE Composite Index | 3,875.60 | 16.00 | -0.41% |