InvestSMART

LGT Multi-Alternatives Australia - Managed Fund

Fund Objective
The investment objective of the Sub-Fund is to achieve long-term capital growth through investment into a balanced, global portfolio of alternative investment asset classes and strategies. There can be no assurance that the investment objective will be met. Investment performance may vary substantially on a monthly, quarterly and annual basis, and over the course of a market cycle.
Fund Strategy
The investment objective of the Sub-Fund is to achieve long-term capital growth through investment into a balanced, global portfolio of alternative investment asset classes and strategies. There can be no assurance that the investment objective will be met. Investment performance may vary substantially on a monthly, quarterly and annual basis, and over the course of a market cycle.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.8% 2.53% 4.9% 7.1% 7.42% 6.52% -% -%
Growth return 0.8% 2.53% 4.9% 7.1% 7.42% 6.52% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.31% 0.92% 1.82% 3.77% 4.09% 4.08% 2.82% 2.12%
As at 30 Nov 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LGT Multi-Alternatives Australia
Australian Equities
54%
Property & Infrastructure
8%
Alternatives
38%
International Equities
0%
Cash
0%
Fixed Interest
0%
Average Allocation of Peers
Australian Equities
5.86%
Property & Infrastructure
2%
Alternatives
18.77%
International Equities
2.19%
Cash
55.32%
Fixed Interest
15.87%

General Information

Fund Details
Type Description
LGT Multi-Alternatives Australia
ETL2119AU
Miscellaneous
Not Rated
Investment Fund
7 Jun 2021
n/a
$1.3368 (as at 30 Nov 2025)
$1.3368 (as at 30 Nov 2025)
Open
Offer information
Type Description
MER 2.88% (as at 25 Jan 2024)
Indirect Cost Ratio (ICR) 3.62% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0.82
Minimum initial investment $25,000
Minimum additional investments $25,000
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FAQs about the LGT Multi-Alternatives Australia

The objective of the LGT Multi-Alternatives Australia managed fund is The investment objective of the Sub-Fund is to achieve long-term capital growth through investment into a balanced, global portfolio of alternative investment asset classes and strategies. There can be no assurance that the investment objective will be met. Investment performance may vary substantially on a monthly, quarterly and annual basis, and over the course of a market cycle.

The strategy of the LGT Multi-Alternatives Australia managed fund is The investment objective of the Sub-Fund is to achieve long-term capital growth through investment into a balanced, global portfolio of alternative investment asset classes and strategies. There can be no assurance that the investment objective will be met. Investment performance may vary substantially on a monthly, quarterly and annual basis, and over the course of a market cycle.

The APIR code of the LGT Multi-Alternatives Australia managed fund is ETL2119AU.

LGT Multi-Alternatives Australia’s total return last month was 0.8%. This was made up of a growth return of 0.8% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

LGT Multi-Alternatives Australia’s total return for the last three months was 2.53%. This was made up of a growth return of 2.53% and an income return of 0%%. These returns were calculated as at 30 Nov 2025.

LGT Multi-Alternatives Australia’s one-year total return is 7.1%. This was made up of a growth return of 7.1% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

LGT Multi-Alternatives Australia’s one-year total return is 6.52%. This was made up of a growth return of 6.52% and an income return of 0%. These returns were calculated as at 30 Nov 2025.

The asset allocation of the LGT Multi-Alternatives Australia managed fund is :

Australian Equities
54%
Property & Infrastructure
8%
Alternatives
38%
International Equities
0%
Cash
0%
Fixed Interest
0%

The LGT Multi-Alternatives Australia managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the LGT Multi-Alternatives Australia managed fund was $ million.

The LGT Multi-Alternatives Australia managed fund has an inception date of 7 Jun 2021.

The current entry price of the LGT Multi-Alternatives Australia managed fund is $1.3368 per unit and the current exit price is $1.3368 per unit (as at 30 Nov 2025).

The current exit price of the LGT Multi-Alternatives Australia managed fund is $1.3368 per unit and the current entry price is $1.3368 per unit (as at 30 Nov 2025).

The minimum initial investment amount for the LGT Multi-Alternatives Australia managed fund is $25,000. Minimum additional investment is $25000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.