Why go global?

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. Big picture, we’re backing market leaders with long growth runways.

Since inception at the start of December 2017 to 1 January 1970, the Lakehouse Global Growth Fund has returned 3.9% net of fees and expenses compared to 10.5% for its benchmark, the MSCI All Country World Index Net Total Returns (AUD).

Net performance as at 1 January 1970

Lakehouse Global
Growth Fund
$100,000 invested in the Fund would be worth approximately
$100,000 invested in the Benchmark would be worth approximately
^ 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.

Lakehouse Global Growth Fund

The Lakehouse Global Growth Fund focuses on investing in mid- to large-capitalisation global growth companies in developed markets. We’re excited to back some of the world’s great growth companies, and diversify into new markets. Big picture, we’re backing market leaders with long growth runways.

  Product Disclosure Statement

Investors should read and consider the Product Disclosure Statement (PDS) — and seek their own professional advice — prior to making an investment in the Fund.

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One Managed Investment Funds Limited (ACN 117 400 987) (AFSL 297042) is the issuer of units in the Lakehouse Global Growth Fund (ARSN 621 899 367) (Fund). 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 Fund, read the product disclosure statement and seek professional advice. 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.