Lumenary Diversified International Fund
Broad and Diversified, Favouring Founder-led Companies
summary
objective
Invest in a broad portfolio across developed and emerging markets with a tilt towards founder-led companies
asset class
Global listed equities, long-only, unhedged.
recommended horizon
7-10 years (at least one market cycle)
fund strategy
The Lumenary Diversified International Fund invests in a diversified range of international companies, aiming to build a balanced and stable portfolio that spans both developed and emerging markets. The fund emphasises investments in world-leading companies, ensuring a foundation of stability and consistent performance over the long term, with a tilt towards founder-led companies.
why choose this fund
Broad International Exposure
Invest in a globally diversified portfolio with a tilt towards founder-led companies.
Global Blue-Chip Stability
Benefit from a foundation of reliable, world-leading companies for steady growth.
Balanced Volatility
Experience market performance aligned with global equity trends.
Fund details
structure
Wholesale, open-ended unit trust
concentration
1000+
benchmark
MSCI ACWI (in AUD)
distributions
Annual
risk management
We invest in a broad and diversified portfolio, reducing concentration risk by investing across a wide range of sectors, regions, and industries. By favouring blue-chip companies with proven stability and reliability, the fund ensures a strong foundation of resilience. Additionally, smaller position sizes are maintained to further mitigate individual stock risk, fostering a balanced portfolio designed to weather market fluctuations effectively.
latest documents
Lumenary Diversified International Fund
Investor portal
Track returns, transactions and access annual tax statements via our investor portal, updated monthly
