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 | 8,979.40 | 22.00 | -0.24% |
CAC 40 | 7,874.64 | 24.21 | 0.31% |
DAX 40 | 24,476.31 | 235.49 | 0.97% |
Dow JONES (US) | 45,010.29 | 507.85 | 1.14% |
FTSE 100 | 9,152.53 | 91.04 | 1.00% |
HKSE | 25,667.18 | 129.11 | 0.51% |
NASDAQ | 21,020.02 | 127.33 | 0.61% |
Nikkei 225 | 41,826.34 | 655.02 | 1.59% |
NZX 50 Index | 12,805.13 | 11.07 | 0.09% |
S&P 500 | 6,358.91 | 49.29 | 0.78% |
S&P/ASX 200 | 8,709.40 | 27.80 | -0.32% |
SSE Composite Index | 3,605.73 | 23.43 | 0.65% |