vs 13.15% benchmark return over the same period (MSCI ACWI Net in AUD).
Performance
Founder-led Investing
We invest in the world’s best founder-led companies, growing with them over the long-term as they continue to change the world.
Our focus is on the universe of listed founder-led companies, which include some of the world’s most iconic companies:
Adaptive & unconstrained
Globally adaptive mindset; quality of opportunity is what we seek.
We are free of institutional constraints, are not bound to any geographic, sector-specific or cash limitations, though the flexibility we have does not mean we compromise on the investment criteria; each holding must meet, and continue to meet our risk-reward benchmarks.
25%
North
America
America
45%
Europe
30%
Asia
Performance
Return from inception 7 July 2017 to 31 May 2021.
Annualised return after deduction of management and administration fees. Excludes taxation. Assumes reinvestment of distributions.
Note: past performance is not indicative of future performance
12.17%
Annual
return
return
upcoming event
The Australian Shareholders Association will be hosting Lawrence Lam as he shares how Lumenary is positioning for the opportunities of greatest potential over the coming decade.
Learn more
