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Morningstar Fund Report

LUCRF Super - Conservative

Retail

Fund Report | Report generated 06 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: LUCRF Super - Conservative
Index
Index: Morningstar Aus Msec Moderate TR AUD
Category
Category: Multisector Moderate

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 01 Sep 2010
Responsible Entity LUCRF Pty Ltd
Fund Manager LUCRF Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2015)
36.93
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 12.000
International Equity 11.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 20.500
International Fixed Interest 10.500
Cash 31.000
Other 15.000

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Moderate
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 0.00%
Buy/Sell Spread --

Annual

ICR pa (--) --
Max Management Fee pa 0.48%
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage 0.0000