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.