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  5. LUCRF Super Balanced - Managed fund profile

LUCRF Super Balanced - Managed Fund (Closed)

Fund Objective
To achieve a return that exceeds the CPI increase by at least 4% per year (or 3.84% net of tax and investment expenses and administration cost - based on a $50,000 member balance) over moving 10-year periods.
Fund Strategy
To invest in a diversified range of investments with approximately 76% in shares, property and alternative investments, and approximately 24% 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 2.37% 5.64% 2.4% 0.38% 5.57% 7.59% 7.82% 4.84%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.16% -2.36% 2.12% 9.66% 9.53% 7.06% 8.73% 6.85%
As at 31 May 2016. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LUCRF Super Balanced
Australian Equities
25.72%
International Equities
27.17%
Cash
1.70%
Property
1.37%
Fixed Interest
11.04%
Alternatives
33%
Average Allocation of Peers
Australian Equities
26.95%
International Equities
34.42%
Cash
5.23%
Property
6.53%
Fixed Interest
22.79%
Alternatives
4.09%

General Information

Fund Details
Type Description
LUCRF Super Balanced
Closed
LUCRF Pty Ltd
Multisector Growth
Not Rated
Superannuation Fund
19 Dec 1978
$3898.47 million (as at 30 Apr 2015)
n/a
n/a
Suppressed
Offer information
Type Description
Indirect Cost Ratio (ICR) 0.69% (as at 30 Jun 2012)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the LUCRF Super Balanced

The objective of the LUCRF Super Balanced managed fund is To achieve a return that exceeds the CPI increase by at least 4% per year (or 3.84% net of tax and investment expenses and administration cost - based on a $50,000 member balance) over moving 10-year periods.

The strategy of the LUCRF Super Balanced managed fund is To invest in a diversified range of investments with approximately 76% in shares, property and alternative investments, and approximately 24% in cash and fixed income.

The APIR code of the LUCRF Super Balanced managed fund is .

LUCRF Super Balanced’s total return last month was 2.37%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2016.

LUCRF Super Balanced’s total return for the last three months was 5.64%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 May 2016.

LUCRF Super Balanced’s one-year total return is 0.38%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2016.

LUCRF Super Balanced’s one-year total return is 7.59%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 May 2016.

The asset allocation of the LUCRF Super Balanced managed fund is :

Australian Equities
25.72%
International Equities
27.17%
Cash
1.70%
Property
1.37%
Fixed Interest
11.04%
Alternatives
33%

The Responsible Entity for the LUCRF Super Balanced managed fund is LUCRF Pty Ltd.

The LUCRF Super Balanced managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 2015, the size of the LUCRF Super Balanced managed fund was $3898.47 million.

The LUCRF Super Balanced managed fund has an inception date of 19 Dec 1978.

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

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

The minimum initial investment amount for the LUCRF Super Balanced managed fund is $0. 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.