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
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,045.90 | 27.80 | -0.31% |
| CAC 40 | 8,325.18 | 91.26 | 1.11% |
| DAX 40 | 25,273.79 | 146.33 | 0.58% |
| Dow JONES (US) | 49,266.11 | 270.03 | 0.55% |
| FTSE 100 | 10,108.34 | 63.65 | 0.63% |
| HKSE | 26,231.79 | 82.48 | 0.32% |
| NASDAQ | 23,480.02 | 104.26 | -0.44% |
| Nikkei 225 | 51,939.89 | 822.63 | 1.61% |
| NZX 50 Index | 13,696.25 | 20.61 | -0.15% |
| S&P 500 | 6,921.46 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,717.80 | 29.10 | -0.33% |
| SSE Composite Index | 4,120.43 | 37.45 | 0.92% |