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
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.
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Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,177.10 | 16.10 | -0.18% |
| CAC 40 | 8,341.90 | 10.86 | 0.13% |
| DAX 40 | 24,555.61 | 137.81 | 0.56% |
| Dow JONES (US) | 49,442.56 | 4.87 | -0.01% |
| FTSE 100 | 10,617.12 | 8.04 | 0.08% |
| HKSE | 26,487.48 | 126.41 | 0.48% |
| NASDAQ | 24,404.39 | 64.09 | -0.26% |
| Nikkei 225 | 59,349.17 | 524.28 | 0.89% |
| NZX 50 Index | 12,932.33 | 16.88 | 0.13% |
| S&P 500 | 7,109.14 | 16.92 | -0.24% |
| S&P/ASX 200 | 8,949.40 | 20.10 | -0.22% |
| SSE Composite Index | 4,085.08 | 2.95 | 0.07% |