InvestSMART

LUCRF Pension - Moderate - Managed Fund (Closed)

Fund Objective
To achieve a return (net of tax and investment expenses) that exceeds the increase in the CPI by at least 3% per year over moving 5-year periods.
Fund Strategy
To invest in a diversified range of investments, with approximately 50% in shares, property and alternative investments, with the remainder in cash and fixed income.

Fund Performance Comparison

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Fees Comparison

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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 -0.2% 3.15% 6.29% 10.09% 9.9% 10.27% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -3.58% -1.82% -1.2% 6.96% 5.99% 7.56% 4.92% 6.13%
As at 30 Apr 2015. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LUCRF Pension - Moderate
Australian Equities
17%
International Equities
16%
Cash
14.03%
Fixed Interest
28.03%
Alternatives
24.95%
Property & Infrastructure
0%
Average Allocation of Peers
Australian Equities
17.70%
International Equities
27.46%
Cash
7.28%
Fixed Interest
34.56%
Alternatives
9.22%
Property & Infrastructure
3.78%

General Information

Fund Details
Type Description
LUCRF Pension - Moderate
Closed
LUCRF Pty Ltd
Multisector Balanced
Not Rated
Allocated Pension
1 Sep 2010
$45.12 million (as at 30 Apr 2015)
n/a
n/a
Suppressed
Offer information
Type Description
Minimum initial investment $10,000.00
Minimum additional investments
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FAQs about the LUCRF Pension - Moderate

The objective of the LUCRF Pension - Moderate managed fund is To achieve a return (net of tax and investment expenses) that exceeds the increase in the CPI by at least 3% per year over moving 5-year periods.

The strategy of the LUCRF Pension - Moderate managed fund is To invest in a diversified range of investments, with approximately 50% in shares, property and alternative investments, with the remainder in cash and fixed income.

The APIR code of the LUCRF Pension - Moderate managed fund is .

LUCRF Pension - Moderate’s total return last month was -0.2%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2015.

LUCRF Pension - Moderate’s total return for the last three months was 3.15%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Apr 2015.

LUCRF Pension - Moderate’s one-year total return is 10.09%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2015.

LUCRF Pension - Moderate’s one-year total return is 10.27%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2015.

The asset allocation of the LUCRF Pension - Moderate managed fund is :

Australian Equities
17%
International Equities
16%
Cash
14.03%
Fixed Interest
28.03%
Alternatives
24.95%
Property & Infrastructure
0%

The Responsible Entity for the LUCRF Pension - Moderate managed fund is LUCRF Pty Ltd.

The LUCRF Pension - Moderate managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Apr 2015, the size of the LUCRF Pension - Moderate managed fund was $45.12 million.

The LUCRF Pension - Moderate managed fund has an inception date of 1 Sep 2010.

The current entry price of the LUCRF Pension - Moderate managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the LUCRF Pension - Moderate managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the LUCRF Pension - Moderate managed fund is $10,000. Minimum additional investment is $0.

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.