Lighthouse Global Equity Fund
The Fund invests in very large capitalisation stocks and ETFs listed on the NYSE and Nasdaq stock markets.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
About this fund
The Fund invests in very large capitalisation stocks and ETFs listed on the NYSE and Nasdaq stock markets. The investment objective of the Fund is to deliver long-run pre-tax returns (after fees and expenses) that are at least 2% pa above the return of the MSCI All Country World Net Index, and to minimise the Fund’s “losing years” – that is financial years where investors receive a negative return, or loss, rather than a positive return. The Fund may use leverage of up to 30% of NAV. The Fund’s foreign currency exposures are not hedged back to New Zealand dollars.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.
Growth of $10,000
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
What the fund invests in
A snapshot of the fund’s investments, updated from the manager’s latest fund update.
Asset allocation
As at 30/06/2026. Source: Morningstar.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
Lighthouse
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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Ready to invest in Lighthouse Global Equity Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.