Lighthouse Funds Information

At Lighthouse Funds we help you achieve your financial goals faster. We are an active manager of investment funds, specialising in global equities. We are specialists in that one field, with deep skills built up over more than 25 years of investing. We use proprietary quantitative algorithms to select the stocks our funds invest in. But we also maintain human oversight of all investment decisions. We have strict commitments to responsible investing. We’re based in New Zealand, and provide fund offerings for New Zealand residents. But in today’s world the Internet means location isn’t all that critical. Our operations would be no different if they were in Sydney, London or New York. Our investment objective is to maintain 5-year average returns of at least 15% pa (*). In practice our actual long-run average returns have been more than 20% pa. As far as we know we have the highest long-run average returns of all the equity funds available in New Zealand - certainly we top the league tables compiled by both MJW and Aon. (* All percentages are in New Zealand dollars, net of costs and fees, but before investor tax)