Lakehouse Global Growth Fund
The Lakehouse Global Growth Fund focuses on investing in mid-to-large growth companies across global markets. We’re passionate about backing some of the world’s best growth companies, diversifying into new markets, and doing it with our signature high-conviction, low turnover style.
At a Glance
As at 30 November 2024
6.0 Years
Average Holding Period
20
Number of holdings
18.1% p.a.
Net Return Since Inception
7
Years Since Inception
$361m
Assets Under Management
221.0%
Cumulative Return Since Inception
Fund Performance
As at 30 November 2024
Lakehouse Global Growth Fund
Benchmark
^ Performance calculations are based on the month end exit price with distributions reinvested, after fees and expenses, since inception on 30 November 2017.
* Benchmark: MSCI All Country World Index net total returns (AUD).
Returns greater than one-year are annualised. Past performance is not indicative of future returns.
Unit Price
Recent Updates
Fund Details
Name
Lakehouse Global Growth Fund (ARSN 621 899 367)
Investment Universe
Mid- to large-capitalisation companies listed in developed markets
Benchmark
MSCI All Country World Index net total returns (AUD)
Structure
Open-ended unit trust for retail and wholesale investors
Portfolio Manager
Nick Thomson
Available to
Retail and wholesale investors in Australia & New Zealand
Liquidity
Daily applications & redemptions
Minimum Investment
$25,000
Minimum Top Up
$1,000
Responsible Entity
Equity Trustees Limited (ACN 004 031 298, AFSL number 240975) (EQT)
Contact
investorsupport@lakehousecapital.com.au (02) 8294 9800
Research Rating
Lonsec Ratings Disclosure: The rating issued 03/2023 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
