General Information

LDI Connect 20 Portfolio
OneVue RE Services Limited
star (as at 30 Sep 2017)
4 Mar 2013
$40.44 million (as at 28 Feb 2018)
$1.1141 (as at 28 Feb 2018)
$1.1086 (as at 28 Feb 2018)

Fund performance (28 Feb 2018)

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 -1.37 0.82 6.56 12.73 3.62 3.34 - -
Growth return -1.37 0.82 6.56 7.04 0.36 0.47 - -
Income return 0 0 0 5.69 3.26 2.87 - -

Asset Allocation (28 Feb 2018)

Australian Equities 26%
International Equities 17.40%
Cash 23.20%
Property 5%
Fixed Interest 0.10%
Alternatives 28.30%
Asset Allocation

Objectives and Strategy

To provide a concentrated portfolio composition with a significant focus on growth based investments, thereby attempting to enhance the long term return potential of the investment portfolio.
This Portfolio is concentrated, with exposure to a range of Australian and international investments, which may themselves be diversified, and seeks opportunities across various assets, sectors, styles and strategies.

Offer information

Indirect Cost Ratio (ICR) 2.37% (as at 30 Jun 2016)
Minimum initial investment $25,000
Minimum additional investments $1,000.00
Minimum redemption amount $1,000.00

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Data shown on this website is sourced by Morningstar
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