About LAIF

About The Fund

Lucerne Alternative Investments Fund (LAIF) is an all-weather fund that actively manages a portfolio of funds and their weightings to target relatively consistent returns across all market conditions.

LAIF has a strong focus on alternatives and serves as a complement to traditional equities portfolios.
It aims to achieve a return of the RBA Cash Rate plus 6.00% p.a. after fees with lower volatility than the ASX 200 Accumulation Index over rolling 5-year periods.

As a portfolio of institutional size, LAIF can negotiate lower fees with underlying managers, and in addition, provides access to funds which may otherwise be unavailable to some investors.

Why choose LAIF?

  • Access to a diverse portfolio of true alternatives

  • One actively managed solution

  • Superior and consistent risk adjusted returns

  • Experienced and disciplined Investment Committee

  • Best in class Investment Managers

Portfolio Allocations*

*Estimate only. Figures subject to rounding. Please note portfolio allocations are modified regularly.