Lucerne Alternative Investments Fund

Lucerne Alternative Investments Fund (LAIF) provides investors access to funds that target consistent returns regardless of market conditions.

It is designed to be uncorrelated with equity market returns and aims to achieve a return of the RBA Cash Rate plus 6.00% p.a. after fees with lower volatility than the ASX 200 Accumulation Index over rolling 5-year periods.

A complement to traditional equities portfolios, LAIF has a strong focus on alternatives.

By identifying high quality investment managers, we find the funds most likely to generate out sized, risk adjusted returns in the future.

As a portfolio of institutional size, LAIF gives investors access to funds which may otherwise be unavailable to investors. This size also helps us negotiate lower fees with underlying fund managers.

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Strength through Diversity

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Strength through Diversity

An investor allocating to the Lucerne Alternative Investments Fund will have access to more than 10 different underlying investments, a level of diversification otherwise unachievable for all but the largest client portfolios. This diversification protects the Lucerne Alternative Investments Fund from negative market forces, and volatile funds are weighted accordingly.

We use active strategies to help protect our funds from market shocks and “black swan” events.

Through our unit trust structure, we can monitor the risks presented by both underlying strategies and the prevailing market environment, and implement an appropriate hedging program.

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Fee Flexibility

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Fee Flexibility

With a choice of fee structures, based on management and performance, investors can choose the option which best suits their preferences.

Our remuneration is dependent on your returns. We have a fee safeguard that ensures, in the event of any underperformance, we would make up the shortfall before charging a performance fee.

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Designed to Outperform

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Designed to Outperform

Aims to achieve a return of the RBA Cash Rate plus 6.00% p.a. after fees with lower volatility than the ASX 200 Accumulation Index over rolling 5-year periods.

A portfolio of institutional size

Exposure to over 10 underlying funds

The minimum investment is AUD$50,000

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This information has been prepared by Lucerne Australia Pty Ltd ACN 609 346 581 a Corporate Authorised Representative of AFSL number 481 217 and issued by The Trust Company (RE Services) Limited ACN 003 278 831 as responsible entity and the issuer of units in the Lucerne Alternative Investments Fund. It is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available by calling 03 8560 1440 or visiting our website www.lucernepartners.com, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

Total returns shown for the Lucerne Alternative Investments Fund have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance.