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).
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Private credit and its role for investors

A spotlight on the evolving asset class.

Morningstar Investment Ideas

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