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Lighthouse

Lighthouse funds available through InvestNow

Lighthouse Funds are specialists in global equities.

Their Lighthouse Global Equities Fund has been consistently rated as having the highest five-year returns of all equity funds offered in New Zealand. Learn more about the Lighthouse Global Equity Fund plus access their latest news & updates.

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About Lighthouse

   Lighthouse Funds is an investment manager, specialising in global equities. Our objective is to deliver long-run returns that are superior to those of the major market indexes and benchmarks.

The Lighthouse Global Equity Fund is a high conviction portfolio of 15 to 20 very large market cap “blue chip” stocks that have strong growth characteristics. It intentionally seeks companies with very high liquidity, conservative levels of debt, and strong histories of growing revenue, profit and free cashflow.

The Lighthouse Global Equity Funds’ objective is to deliver long-run net returns that are at least 2% pa higher than those of the MSCI All Country World Index. That indexed has averaged 12-13% pa over the long run, so effectively the Global Equity Fund targets long-run net returns of at least 14-15% pa (pre-tax).

Independent market analysts have consistently ranked the Lighthouse Global Equity Fund as having the highest five-year returns of all equity funds available to New Zealand investors.

For more information about us, please visit lighthousefunds.nz     

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Founded
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Location
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Manager type
Active

Lighthouse funds available through InvestNow

Explore the Lighthouse funds currently available through InvestNow.

Asset class
International shares, Shares

Lighthouse Global Equity Fund

The Fund invests in very large capitalisation stocks and ETFs listed on the NYSE and Nasdaq stock markets.

Risk indicator: 7/7

Management style: Active

Estimated fund charge: 1.05% p.a.

Frequently asked questions

Lighthouse Funds are specialists in global equities.

Their Lighthouse Global Equities Fund has been consistently rated as having the highest five-year returns of all equity funds offered in New Zealand. Learn more about the Lighthouse Global Equity Fund plus access their latest news & updates.

You can see every Lighthouse fund available through InvestNow in the list above. Select a fund to see its details, performance, fees and documents.

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Explore Lighthouse funds

Compare the Lighthouse funds available through InvestNow, including their investment approach, risk, fees and historical performance.