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General Information

LSC Australian Resources Hi - Alpha
Equity Trustees Limited
Equity Australia Other
Not Rated
Managed Funds
30 Jun 2008
$1.62 million (as at 31 May 2013)
$0.4311 (as at 24 Jun 2013)
$0.4285 (as at 24 Jun 2013)

Fund performance (31 May 2013) 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 -8.97 -28.93 -38.95 -40.98 -36.9 -9.64 - -
Growth return -8.97 -28.93 -38.95 -40.98 -39.56 -14.4 - -
Income return 0 0 0 0 2.66 4.76 - -

Market index (S&P/ASX 200 TR AUD)

Total return -5.3 -6.55 3.1 5.68 11.4 15.06 9.69 7.08

Asset allocation (31 May 2013)

Australian Equities 99.02%
International Equities 0%
Cash 0.98%
Property & Infrastructure 0%
Fixed Interest 0%
Mortgage 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

LSC Australian Resources Hi-Alpha Fund is designed for investors seeking exposure to Australian resources (minerals and oil and gas) excluding investment in BHP Billiton and Rio Tinto.
The Fund invests in a portfolio of securities of Australian resource companies (ex BHP Billiton and Rio Tinto) and related sectors that are influenced by resource companies and mineral commodities. Significant cash positions may occur from time to time, depending on the assessed market outlook.

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Offer information

Indirect Cost Ratio (ICR) 1.54% (as at 30 Jun 2009)
Minimum initial investment $25,000

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund