The Lighthouse Global Equity Fund invest in extremely large companies listed on the major United States stock exchanges. The Fund has a growth focus, and looks for companies that should deliver above-market rates of growth over the medium term.
The Fund targets net returns before tax that are at least 2% pa higher than its benchmark index (the MSCI All Country World Index). In practice Lighthouse has been managing a wholesale fund that uses an identical strategy to the way the Fund invests and that wholesale fund delivered net returns of over 23% pa for the five years from March 2016 to March 2021.
For more information please visit lighthousefunds.nz