Lucerne Composite Fund

Our multi-strategy hedge fund is designed to outperform, whatever the market conditions, and has achieved positive absolute returns since its inception.

We use a broad range of strategies to achieve these returns, includes global long/short equities and corporate credit.

We focus on long-term investment in high quality companies. Where possible, we invest via debt, which includes convertible bonds and debtor financing, which aims to deliver equity-like returns with substantially less fundamental risk.

Underpinned by Insight

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Underpinned by Insight

With strong networks across the investment community, our team has sophisticated insights into where the best returns can be made.

Each investment must individually warrant its own inclusion – we do not place value on index weightings.

We purchase (long) equities at the same time as we sell (short) equities, giving us a natural form of hedging against systematic risk.

Lucerne has originated more than $50 million in credit investments since August 2015, and this fund has invested into each of them, often as the lead.

We aim to distribute around 3.00% of income to investors annually, and additional profits are compounded within the fund.

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Confidence in Security

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Confidence in Security

The fund is enjoying improved stability thanks to increasing diversification, reduced net equity market exposure and a greater allocation of credit-based strategies.

The majority of our investments are made in major developed markets, such as the US, UK, Australia and Singapore.

Investors looking for a fixed rate of return can also lend to the fund. Different rates are available, depending on the duration and currency of the loan.

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Designed to Outperform

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Designed to Outperform

Average annual return since inception in July 2016: 5.91% (as at 30 June 2018)

Estimated yearly distribution: 3.00%

Minimum investment: USD$100,000

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