Helping you reach your financial goals faster
Our Global Equity Fund has been consistently rated as having the highest five-year returns for all equity funds available to New Zealand investors.
Lighthouse Funds is an investment manager, specialising in global equities. As active investment managers we are committed to delivering long-run returns that are superior to those of the major market indexes and benchmarks. We’ve been managing investment funds for over 10 years, and our investment strategies draw on over 25 years of experience.
We offer two investment funds:
The Lighthouse
Global Equity Fund
A unit trust that is open to all investors. Its objective is to deliver long-run net returns of at least 15% pa (before tax) and it is regularly ranked as having the highest five-year returns of all equity funds available to New Zealand investors. You can invest in this fund via online platforms and you can also use it for your KiwiSaver.
The Lighthouse
Fortress Fund
An innovative low-volatility fund that is only available to institutional and wholesale investors. Its objective is to have no losing days while still delivering above-benchmark returns and charging no fees. The investment strategy underpinning the Fortress Fund hasn’t had a losing day since 2018.