Daily Unit Pricing: The Lakehouse Global Growth Fund

We’re pleased to announce that the Lakehouse Global Growth Fund has moved to daily unit pricing. Meaning that potential investors are able to apply for (and be allotted) additional units on a daily basis rather than a weekly timeframe.

We’re pleased with the change, as we think this is a better experience for those self-directed investors who want to take advantage of the inevitable bouts of market volatility.

The Lakehouse Global Growth Fund focuses on investing in mid- to large-capitalisation global growth companies in developed markets. Big picture, we’re backing market leaders with long growth runways.

Why go global?

The cold reality is that 98% of the world’s equity market value is listed outside Australia, and everyday household names — including the world’s most dominant, valuable technology companies — are not listed in Australia. Think everyday giants like Visa and Google’s parent, Alphabet, both of which I hold personally and are held in the Lakehouse Global Growth Fund.

For those investors who are looking for international exposure and to diversify away from an Australian market dominated by slow-growing banks and miners, the Lakehouse Global Growth Fund could be a complementary strategy to consider.

For more information on how to invest, please click below:

Investing in the Fund is a big decision for investors and it’s important to make an informed choice. Potential investors should read and consider the new Product Disclosure Statement, dated 15 February 2019, (and seek professional advice) when deciding whether to acquire units in the Lakehouse Global Growth Fund. And while the PDS is the definitive guide, we’d welcome any follow-up questions potential investors may have about the Fund and its strategy. We can be contacted at investorsupport@lakehousecapital.com.au or 02 8294 9800.


Joe Magyer, CFA
Chief Investment Officer

How to Invest

Direct investment

Investments can be made directly via a Product Disclosure Statement (PDS) application form

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Via mFund

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Lakehouse Global Growth Fund (ARSN 621 899 367) (Fund). The responsible entity for the Fund is One Managed Investment Funds Limited (ACN 117 400 987) (AFSL 297042). The Fund is offered in Australia and New Zealand. The information included in this message has been prepared without taking account of the reader’s objectives, financial situation or needs. All of the commentary, statements of opinion and recommendations contain only general advice. Any person reading this message should, before deciding to invest in the planned Fund, read the product disclosure statement and seek professional advice.

Sole use and confidentiality: This report has been prepared by Lakehouse Capital Pty Limited (ABN 30 614 957 603, authorised representative of AFSL 400691) and by its officers, employees and agents (collectively “Lakehouse”) for the sole use of its clients as a record of the performance of their investment. The contents of this report are confidential, and the client may only disclose such contents to its officers, employees or advisers on a need to know basis, or with the prior written consent of Lakehouse.

Disclaimer: The responsible entity for the Lakehouse Global Growth Fund (ARSN 621 899 367) is One Managed Investment Funds Limited (ACN 117 400 987) (AFSL 297042) (“OMIFL”). The information contained in this document was not prepared by OMIFL but prepared by other parties. All of the commentary, statements of opinion and recommendations contain only general advice and have not taken into account your personal circumstances. This report contains general financial product advice only. Any investment in Lakehouse or OMIFL products need to be made in accordance with and after reading the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB) dated 11 December 2017, and investors should consider the PDS before deciding whether to invest in the Fund or continue to hold units in the Fund. The opinions, advice, recommendations and other information contained in this report, whether express or implied, are published or made by Lakehouse in good faith in relation to the facts known at the time of preparation. Information is current as at the date of the letter, unless otherwise noted. Past performance is not indicative of future performance. The PDS and AIB can be obtained by visiting www.oneinvestment.com.au/lakehouse

Limitation of liability: Whilst all care has been taken in preparation of this report, to the maximum extent permitted by law, neither Lakehouse or OMIFL will be liable in any way for any loss or damage suffered by you through use or reliance on this information. Lakehouse and OMIFL’s liability for negligence, breach of contract or contravention of any law, which cannot be lawfully excluded, is limited, at Lakehouse’s option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you.

Disclosure: Lakehouse, its directors, employees and affiliates, may, and likely do, hold units in the Lakehouse Global Growth Fund and securities in entities that are the subject of this report. Copyright: Lakehouse owns the copyright to this publication. Its contents may be used for your own personal use, but you must not (without Lakehouse’s consent) alter, reproduce or distribute any part of this publication, transmit it to any other person or incorporate the information into any other document.

Lakehouse Global Growth Fund PDS | Lakehouse Global Growth Fund AIB