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
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,637.60 | 12.70 | 0.15% |
| CAC 40 | 7,788.10 | 38.69 | -0.49% |
| DAX 40 | 24,038.19 | 188.30 | -0.78% |
| Dow JONES (US) | 42,098.70 | 244.95 | -0.58% |
| FTSE 100 | 8,726.01 | 52.04 | -0.59% |
| HKSE | 23,283.72 | 25.41 | 0.11% |
| NASDAQ | 19,100.94 | 98.22 | -0.51% |
| Nikkei 225 | 38,291.59 | 569.19 | 1.51% |
| NZX 50 Index | 12,319.89 | 42.37 | -0.34% |
| S&P 500 | 5,888.55 | 32.99 | -0.56% |
| S&P/ASX 200 | 8,409.50 | 12.60 | 0.15% |
| SSE Composite Index | 3,353.80 | 13.87 | 0.42% |