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.
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Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,185.90 | 70.20 | 0.77% |
| CAC 40 | 8,418.93 | 28.34 | -0.34% |
| DAX 40 | 24,888.81 | 21.60 | -0.09% |
| Dow JONES (US) | 52,145.54 | 145.87 | 0.28% |
| FTSE 100 | 10,487.31 | 6.90 | -0.07% |
| HKSE | 24,312.16 | 181.79 | -0.74% |
| NASDAQ | 26,303.51 | 72.83 | -0.28% |
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| NZX 50 Index | 13,392.98 | 33.15 | -0.25% |
| S&P 500 | 7,503.25 | 8.10 | -0.11% |
| S&P/ASX 200 | 8,966.30 | 65.50 | 0.74% |
| SSE Composite Index | 4,108.08 | 16.18 | 0.40% |