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).
funds

Private credit and its role for investors

A spotlight on the evolving asset class.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,917.1081.90-0.91%
CAC 407,657.98113.99-1.47%
DAX 4023,718.97346.50-1.44%
Dow JONES (US)44,130.98330.30-0.74%
FTSE 1009,081.2951.52-0.56%
HKSE24,533.49239.84-0.97%
NASDAQ21,122.457.23-0.03%
Nikkei 22540,799.60270.22-0.66%
NZX 50 Index12,729.4094.34-0.74%
S&P 5006,339.3923.51-0.37%
S&P/ASX 2008,662.0080.80-0.92%
SSE Composite Index3,559.9513.26-0.37%

Market Movers