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.