A happy investing couple - both looking at a laptop screen, while the woman is on the phone.A happy investing couple - both looking at a laptop screen, while the woman is on the phone.

Focused

We concentrate on just one fund, so your investment gets our full attention.

Aligned

We’re major investors in our own fund, alongside you, so our incentives are aligned with yours.

Proven

We have an established history of delivering strong investment returns.

Responsible

We only invest in companies that have social and environmental consciences, as well as having good financial performance.

23.3
%p.a.

Net returns, before tax, over the last five years1

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Reaching your goals

Use this calculator to see how an investment in our fund would have helped you reach your financial goals.

$10,000 NZD
$100 NZD
  1. Returns after fees and expenses, but before investor tax, for the five years from 31 March 2016 to 31 March 2021. These returns are from the Lighthouse Accelerated Growth Fund, which has the same investment policy, objectives and investment holdings as the Global Equity Fund but is for wholesale investors only.