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  5. Longview Home Equity Fund - Managed fund profile

Longview Home Equity Fund - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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% p.a.
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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 5.21% 9.96% 12.78% -% -% -% -%
Growth return 0% 5.21% 9.96% 12.78% 7.34% -% -% -%
Income return -% 0% 0% 0% -% -% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.32% 0.94% 2% 4.25% 4.32% 4% 2.47% 2.06%
As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
79.20%
Australian Equities
0.03%
International Equities
0.03%
Cash
20.08%
Alternatives
0.66%

General Information

Fund Details
Type Description
Longview Home Equity Fund
LVF8918AU
Mortgages Aggressive
Not Rated
Investment Fund
27 Aug 2023
$0 million (as at 30 Jun 2025)
$1.1489 (as at 12 Sep 2025)
$1.1489 (as at 12 Sep 2025)
Open
Offer information
Type Description

FAQs about the Longview Home Equity Fund

The objective of the Longview Home Equity Fund managed fund is

The strategy of the Longview Home Equity Fund managed fund is

The APIR code of the Longview Home Equity Fund managed fund is LVF8918AU.

Longview Home Equity Fund’s total return last month was -%. This was made up of a growth return of 0% and an income return of -%. These returns were calculated as at 30 Jun 2025.

Longview Home Equity Fund’s total return for the last three months was 5.21%. This was made up of a growth return of 5.21% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

Longview Home Equity Fund’s one-year total return is 12.78%. This was made up of a growth return of 12.78% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

Longview Home Equity Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Longview Home Equity Fund managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Alternatives
0%

The Longview Home Equity Fund managed fund belongs to the Mortgages Aggressive sector/asset class.

As at 30 Jun 2025, the size of the Longview Home Equity Fund managed fund was $0 million.

The Longview Home Equity Fund managed fund has an inception date of 27 Aug 2023.

The current entry price of the Longview Home Equity Fund managed fund is $1.1489 per unit and the current exit price is $1.1489 per unit (as at 12 Sep 2025).

The current exit price of the Longview Home Equity Fund managed fund is $1.1489 per unit and the current entry price is $1.1489 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the Longview Home Equity Fund managed fund is $.

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.