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Morningstar Fund Report

LUCRF Super - Targeted Return

Retail

Fund Report | Report generated 10 Dec 2016 |

Performance

--

Growth of $10,000

Fund
Fund: LUCRF Super - Targeted Return
Index
Index: Morningstar Aus Msec Balanced TR AUD
Category
Category: Multisector Balanced

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 Nov 2012
Responsible Entity LUCRF Pty Ltd
Fund Manager LUCRF Pty Ltd
Base Currency $A
Net Assets $Mil
(as at 30 Apr 2015)
3.77
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 11.111
International Equity 0.000
Listed Property 0.000
Unlisted Property 0.000
Domestic Fixed Interest 16.667
International Fixed Interest 5.556
Cash 0.000
Other 66.667

Morningstar Sustainability Rating Learn more

Quick Stats

as at --

APIR Code --
Legal Type Superannuation Fund
Status Open
Category Multisector Balanced
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 0.77%
Max Admin Fee pa --
Performance Fee pa
(--)
--
Max Brokerage 0.0000