Lumenary Global Founders
43766
Lumenary Global Founders 43766 Strategy
Aim to invest in global companies over the long term with: • brilliant founders leading and/or owning a significant portion of the company; • strong track record of long term profitability; and • companies with global impact and/or the potential to expand internationally. From time to time opportunities may arise to invest in quality companies that may not be founder-led. We will invest in these companies if we think that they represent a compelling opportunity for our investors.
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: June 2025
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
Listed Investment Companies monthly performance: May 2025
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,934.30 | 45.10 | -0.50% |
| CAC 40 | 7,818.28 | 32.15 | -0.41% |
| DAX 40 | 24,295.93 | 55.11 | 0.23% |
| Dow JONES (US) | 44,693.91 | 316.38 | -0.70% |
| FTSE 100 | 9,139.09 | 0.72 | 0.01% |
| HKSE | 25,376.43 | 290.75 | -1.13% |
| NASDAQ | 21,057.96 | 37.94 | 0.18% |
| Nikkei 225 | 41,456.23 | 370.11 | -0.88% |
| NZX 50 Index | 12,853.46 | 48.33 | 0.38% |
| S&P 500 | 6,363.35 | 4.44 | 0.07% |
| S&P/ASX 200 | 8,666.90 | 42.50 | -0.49% |
| SSE Composite Index | 3,594.75 | 10.98 | -0.30% |