The ultimate low volatility fund
A wholesale fund that targets having no down days, while still delivering above-benchmark returns. The icing on the cake?
There are no fees.
Unit price
Net return for the last 12 months
Net return since inception
The Lighthouse Fortress Fund is an innovative ultra-low volatility equity fund developed specifically for institutional investors.
The Fortress Fund repackages Lighthouse Funds’ proven investment approach but optimised here for low volatility and minimal losing periods. The Fortress Fund’s objective is to have no losing days, reducing the perceived risk and emotional stress of investing.
This is achieved without unduly compromising our strong investment returns, which we expect will remain above those of both industry benchmarks and traditional competitors.
The Fortress Fund’s novel structure also allows Lighthouse Funds to charge the institutional investor no fees or expenses.
Please note though that, at least for now, the Fortress Fund is only for institutional investors and is not available to retail investors.
Performance
| Net Returns As At 31 August 2026 | 1 month | 6 months | 1 year | 2 years (pa) | 3 years (pa) | 5 years (pa) | Inception (pa) |
|---|---|---|---|---|---|---|---|
| Fortress Fund | 0.0% | 6.0% | 15.7% | 18.8% | |||
| MSCI ACWI | 2.0% | 11.2% | 22.0% | 22.4% | 20.7% | 14.8% | 14.4% |
Risk
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility).
The risk indicator is a simple guide that doesn’t distinguish between gains (good) and losses (bad), and so funds that have made strong gains in recent years may have a higher “risk” indication than is perhaps warranted. Read more about how we measure investment risk.
How to invest
If you’re an institutional investor and you’d like more information on the Lighthouse Fortress Fund then reach out to us at enquiries@lighthousefunds.nz
Important Notice
The information on this webpage is provided by Lighthouse Funds LP (Lighthouse) in good faith and is intended only for investors who qualify for the exclusions outlined in Part 1 of Schedule 1 of the Financial Markets Conduct Act 2013. The Lighthouse Fortress Fund is not available to retail investors, as that term is defined in the Financial Markets Conduct Act 2013.
The information and any opinions on this webpage are based on sources that Lighthouse believes are reliable and accurate. Lighthouse, its directors, officers and employees make no representations or warranties of any kind as to the accuracy or completeness of the information contained on this webpage and disclaim liability for
any loss, damage, cost or expense that may arise from any reliance on the information or any opinions, conclusions or recommendations contained in it, whether that loss or damage is caused by any fault or negligence on the part of Lighthouse, or otherwise, except for any statutory liability which cannot be excluded.
All opinions reflect Lighthouse’s judgment at the time the webpage content was prepared and are subject to change without notice. Past performance is not necessarily indicative of future performance, unit prices may go down as well as up and an investor in the Fortress Fund may not recover the full amount of the capital that they invest.
No part of this webpage may be reproduced without the permission of Lighthouse.