Lucerne Growth

Lucerne Growth 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 returns above 8.00% p.a. after fees with lower volatility than the ASX 200 Accumulation Index over rolling 5-year periods.

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

By identifying the highest-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, Lucerne Growth gives investors access to funds which may otherwise be unavailable to retail investors. This size also helps us negotiate lower fees with underlying fund managers.

Strength through Diversity

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Strength through Diversity

An investor allocating to Lucerne Growth 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 Lucerne Growth 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 returns above 8.00% 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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