Lakehouse Global Growth Fund Active ETF
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 31 July 2026
4.9 Years
Average Holding Period
15
Number of holdings
11.3% p.a.
Net Return Since Inception
8.7
Years Since Inception
$227.5m
Assets Under Management
152.1%
Cumulative Return Since Inception
Fund Performance
As at 31 July 2026
Lakehouse Global Growth Fund Active ETF
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.
ASX
Recent Updates
Fund Details
Name
Lakehouse Global Growth Fund Active ETF(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
