Lumenary Global Founders

LIM0219AU

Lumenary Global Founders LIM0219AU 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

The Vanguard experiment enters a new era: How the fund giant is navigating rapid growth

Can Vanguard continue its mission while juggling the new challenges that come from its massive size?
funds

Are LICs licked?

Pressure mounts as discounts widen amid an industry reshaping.
funds

Listed Investment Companies monthly performance: July 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 Ordinaries9,036.6069.70-0.77%
CAC 407,872.0241.910.54%
DAX 4023,611.3384.280.36%
Dow JONES (US)46,292.7888.76-0.19%
FTSE 1009,223.323.36-0.04%
HKSE26,397.62238.500.91%
NASDAQ22,573.47215.50-0.95%
Nikkei 22545,473.3020.36-0.04%
NZX 50 Index13,169.4332.890.25%
S&P 5006,656.9236.83-0.55%
S&P/ASX 2008,744.5070.50-0.80%
SSE Composite Index3,845.9124.080.63%

Market Movers