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Fund manager

Lighthouse

Lighthouse Funds Management Limited

NZ boutique offering a global equity fund.

Funds tracked
1
Read the Lighthouse review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

1 fund
Lighthouse Global Equity Fund
Fee
1.03%
5y return
10.71%
Risk
7/7
PIE · capped at PIR (max 28%)

Questions about Lighthouse

How many managed funds does Lighthouse offer in New Zealand?▾

Lighthouse runs 1 retail managed fund available to New Zealand investors, across 1 asset class: International Equities. Counts are taken from the FMA Disclose register.

What does Lighthouse charge?▾

Annual fund charges across Lighthouse's 1 fund with published data range from 1.03% to 1.03% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Lighthouse a licensed fund manager in New Zealand?▾

Lighthouse operates in New Zealand as Lighthouse Funds Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Lighthouse's funds PIEs?▾

1 of Lighthouse's 1 fund is a Portfolio Investment Entity (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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