LHGG
Actively managedInternational SharesLakehouse Global Growth Fund Active ETF
About this ETF
The Investment Manager’s strategy for the Fund is to invest the majority of assets in a high conviction portfolio of 20 to 30 companies with expected long-term growth with a focus on mid- and large-capitalisation companies listed in developed markets. The Fund will typically hold 5% to 15% of assets in cash but may hold up to 20% based on the prevailing opportunity set.
IssuerLakehouse Capital
Management fee (MER)1.30% p.a.
Inception date7 Apr 2025
BenchmarkMSCI ACWI NR AUD
Scout Score
28/100
Ranked #60 of 64 in active International SharesAn independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.
Cost6
Diversification—
Liquidity30
Fund Strength40
Performance—
Income85
Strengths
- Attractive yield — 3.58%, higher than 85% of active International Shares peers.
Weaknesses
- Higher fee — 1.30% p.a., more expensive than 94% of active International Shares funds.
- Lower liquidity — 0.55% bid/ask spread, wider than 70% of active International Shares peers.
