Lakehouse Small Companies Fund
The Lakehouse Small Companies Fund invests in fast growing small companies listed across Australia and New Zealand. They are companies that are typically less researched, and have greater potential upside.
At a Glance
As at 30 November 2024
5.1 Years
Average Holding Period
20
Number of holdings
14.8% p.a.
Net Return Since Inception
8
Years Since Inception
$288m
Assets Under Management
202.5%
Cumulative Return Since Inception
Fund Performance
As at 30 November 2024
Lakehouse Small Companies Fund
Benchmark
^ Performance calculations are based on the month end exit price with distributions reinvested, after fees and expenses, since inception in mid-November 2016.
* Benchmark: S&P/ASX Small Ordinaries Accumulation Index.
Returns greater than one-year are annualised. Past performance is not indicative of future returns.
Unit Price
Recent Updates
Fund Details
Name
Lakehouse Small Companies Fund (ARSN 615 265 864)
Investment Universe
ASX- & NZX-listed smaller companies
Benchmark
S&P/ASX Small Ordinaries Accumulation Index
Structure
Open-ended unit trust for retail and wholesale investors
Portfolio Manager
Donny Buchanan
Available to
Investors in Australia & New Zealand
Liquidity
Weekly 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
