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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| DAX 40 | 24,288.40 | 88.90 | 0.37% |
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| FTSE 100 | 9,897.42 | 59.65 | 0.61% |
| HKSE | 25,690.53 | 192.40 | 0.75% |
| NASDAQ | 23,307.62 | 301.26 | 1.31% |
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| NZX 50 Index | 13,333.40 | 76.63 | 0.58% |
| S&P 500 | 6,834.50 | 59.74 | 0.88% |
| S&P/ASX 200 | 8,621.40 | 0.10 | -0.00% |
| SSE Composite Index | 3,890.45 | 14.08 | 0.36% |