Net performance as at 1 January 1970
Lakehouse Small
Companies Fund
Companies Fund
Benchmark
$100,000 invested in the Fund would be worth approximately
$$100,000$100,000 invested in the Benchmark would be worth approximately
$162,190^ 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.
Lakehouse Small Companies Fund
The Lakehouse Small Companies Fund focuses exclusively on small, fast-growing companies in Australia and New Zealand. They’re not companies that most investors would’ve typically heard of. They’re much smaller, aren’t as widely followed, and have much more potential upside.
Investors should read and consider the Product Disclosure Statement (PDS) — and seek their own professional advice — prior to making an investment in the Fund.
