Lumenary Global Founders Fund
Overview
The Lumenary Global Founders Fund invests in founder-led companies worldwide, selected using Lumenary’s classification methodology and the judgement of the investment team. The fund is an Australian unit trust open to wholesale investors and has operated since July 2017.
Key facts
| Structure | Australian unit trust |
|---|---|
| Eligibility | Wholesale clients as defined in the Corporations Act 2001 (Cth) |
| Inception | July 2017 |
| Universe | Global listed founder-led companies |
| Liquidity | Daily applications and redemptions at daily unit prices; an entry and exit spread applies |
| Minimum investment | AUD $100,000 initial investment |
| Fees | 1.20% per annum flat management and administration fee; no performance fee |
| Trustee and investment manager | Lumen Investment Management Pty Ltd, trading as Lumenary, AFSL 493790 |
Documents
Investors
Existing investors can access statements and unit prices through the investor portal. The fund is offered to Australian wholesale investors, who can confirm eligibility through the questionnaire.
Fund updates
Performance and portfolio commentary for investors and wholesale prospects.
This information is provided by Lumen Investment Management Pty Ltd, trading as Lumenary (AFSL 493790) and is general in nature. It does not take into account any person’s objectives, financial situation or needs, and is not a recommendation to acquire units in the fund. Units in the Lumenary Global Founders Fund are available only to wholesale clients as defined in the Corporations Act 2001 (Cth), and only under the current Information Memorandum, which should be read in full before investing. Past performance is not a reliable indicator of future performance.