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Morningstar Fund Report

LUCRF Super Balanced

Retail

Fund Report | Report generated 04 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: LUCRF Super Balanced
Index
Index: Morningstar Aus Msec Growth TR AUD
Category
Category: Multisector Growth

Financial Year Total Returns

-- -- -- --
Fund -- -- -- --
+/- Cat -- -- -- --
+/- Index -- -- -- --

Trailing Total Returns

as at --
Total Return +/- Cat +/- Index Cat Rank
1 Month -- -- -- --
3 Month -- -- -- --
1 Year -- -- -- --
3 Year -- -- -- --
5 Year -- -- -- --

Risk Analysis

as at --
3-Year Risk Measures Fund Category Index
Standard Deviation -- -- --
Sharpe Ratio -- -- --
R-Squared -- -- --
Beta -- -- --
Alpha -- -- --

Fund Details

Fund Inception 19 Dec 1978
Responsible Entity LUCRF Pty Ltd
Fund Manager LUCRF Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2015)
3,898.47
Minimum Investment $ 0
Regular Savings Plan
(Yes/No)
--
Cash Distributions --

Current Investment Style

 

Style Box is unavailable.

Asset Allocation

% as at 30 Apr 2015

Domestic Equity 25.721
International Equity 27.168
Listed Property 1.367
Unlisted Property 0.000
Domestic Fixed Interest 6.886
International Fixed Interest 4.157
Cash 1.704
Other 32.996

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Growth
Entry Price $ --
Exit Price $ --
Exit Price
1 Week Change $
--

Morningstar Ratings

Overall 0
3 Year  
5 Year  
10 Year  

Fees & Expenses

One-Time

Entry Fee/Contribution Fee 0.00%
Exit Fee/Withdrawal Fee --
Buy/Sell Spread --

Annual

ICR pa (30 Jun 2012) 0.6900
Max Management Fee pa 0.69%
Max Admin Fee pa --
Performance Fee pa
(30 Jun 2012)
--
Max Brokerage 0.0000