Invest

Lucerne Alternative Investments Fund offers investors access to high-quality institutional products without the need to be a wholesale or sophisticated investor. With a choice of fee structures, based on management and performance, investors can choose the option which best suits their preferences.

Updated information about the Fund, including membership of the IC, can be found on this website or in the current PDS from time to time. A paper copy of any updated information will be given, or an electronic copy made available, to a person without charge on request.

Compliance Documents

Please find the compiled Annual Reports for the Lucerne Alternative Investments Fund (formerly known as the Lucerne Growth Fund). The following Annual Reports are prepared and audited by EY.

Please find the RG240 Report for the Lucerne Alternative Investments Fund (formerly known as the Lucerne Growth Fund). Vetted by the Trust Company (RE Services) Limited. and lodged via the Australian Securities and Investments Commission.

LAIF Audited Annual Report 2023
Annual RG240 Disclosure 2023
LAIF Audited Annual Report 2022
Annual RG240 Disclosure 2022
LAIF Audited Annual Report 2021
Annual RG240 Disclosure 2021
RG271 - Complaints Handling 2021
LAIF Audited Annual Report 2020
Annual RG240 Disclosure 2020
LAIF Audited Annual Report 2019
Annual RG240 Disclosure 2019
LAIF Audited Annual Report 2018
Annual RG240 Disclosure 2018

Meetings and Documents

Following recent amendments to the Corporations Act; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.

You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.