Lakehouse Capital is the investment manager for the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund.
Lakehouse Global Growth Fund
The Lakehouse Global Growth Fund has a global mandate and will invest the majority of assets in a high conviction portfolio of 20 to 40 mid- and large-capitalisation companies with expected long-term growth, and that are listed in developed markets. The Fund is offered in Australia and New Zealand, and caters to individuals, institutions, family offices and trustees, as well as self-managed super funds, with a minimum of $100,000 to invest.
Lakehouse Small Companies Fund
Investing in a high conviction portfolio of 15 to 30 small-cap opportunities across Australia and New Zealand, the Fund is offered in Australia and New Zealand, and caters to individuals, institutions, families and trustees, as well as self-managed super funds, with a minimum of $250,000 to invest.
Currently, the Fund is soft-closed to new investors.
Existing and pre-approved investors
Please note that existing investors in the Fund can top up their investment in the Fund by any amount. The additional application form can be found on our website at: www.oneinvestment.com.au/lakehouse.
Investors who have been pre-approved by Lakehouse may also be able to invest in the Fund at any time subject to completing OMIFL’s requirements in relation to applications described in the PDS.
We will keep all investors and potential investors informed of any reopens or close of the Fund by posting information about the Fund on our website.
Accordingly, given the disclosure of the material information will be made on our website, we will not be required to lodge continuous disclosure notices for this entity with ASIC.