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Lanyon Investment Fund Active ETF (ASX: LNYN) - Share Price and Research

Current share price for LNYN : $1.630 0.015 (0.93%)+

Lanyon Investment Fund Active ETF (LNYN) is an Exchange Traded Fund - commonly known as an ETF. For more details about how ETFs work, feel free to check out our What is an ETF? overview. Lanyon Investment Fund Active ETF (LNYN) can invest in equities across all market capitalisations and industries but will only invest in securities when they trade at a discount to estimate of their intrinsic value. The fund can hold cash if suitable opportunities are not available.

General Information

Lanyon Investment Active ETF
Lanyon Asset Management Pty Limited
Equity Australia Other
S&P/ASX 200 TR AUD
starstarstar
Not Rated
Investment Fund
2 Sep 2019
n/a
n/a
n/a

LNYN ETF performance (30 Nov 2024)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return -1.44 0.57 -1.61 7.41 4.38 6.2 13.97 -
Growth return -1.44 0.57 -1.71 7.3 2.09 2.99 6.84 -
Income return (Yield) 0 0 0.1 0.11 2.29 3.21 7.13 -

Market index (S&P/ASX 200 TR AUD)
Total return 3.79 5.47 11.53 23.42 11.9 9.55 8.28 9.08

Asset Allocation (30 Nov 2024)

Australian Equities 100%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The Fund's investment return objective is to earn returns superior to the combined benchmark consisting of 75% of the S&P/ ASX 300 Accumulation Index and 25% of the MSCI All Country World Index net total returns AUD index (Benchmark) after taking account of fees and costs incurred by the Fund.
The Fund will invest in securities of entities listed on domestic and foreign exchanges.

Offer information

MER 2.26% (as at 14 Jun 2024)
Minimum initial investment $25,000
Minimum additional investments

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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Data shown on this website is sourced by Morningstar
© Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only.