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  5. LIB - P/E Global FX Alpha - Managed fund profile

LIB - P/E Global FX Alpha - Managed Fund

Fund Objective
The Fund seeks to generate long-term total returns by investing in exchange-traded futures providing exposure to currencies and gold.
Fund Strategy
A 'hedge fund', P/E Global FX Alpha Fund holds both long and short terms positions in futures as well as cash and cash equivalents. The Fund invests in any futures market globally and may have exposure to gold and/or any developed market currency or emerging market currency. It uses derivatives limited to exhange-traded currency and gold futures, and takes long and short positions in futures which provide returns linked to the movements in the assets underlying futures contracts. .

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 0.22% 4.34% 11.36% 6.97% 7.14% 9.26% -% -%
Growth return 0.22% 4.34% 11.36% 6.97% 7.14% 9.26% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Morningstar AUD 1M Cash GR AUD)
Total return 0.32% 1.05% 2.12% 4.33% 4.17% 3.31% -% -%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
40.25%
Australian Equities
0.05%
International Equities
13.50%
Cash
37.88%
Fixed Interest
8.32%

General Information

Fund Details
Type Description
LIB - P/E Global FX Alpha
Lifeplan Australia Friendly Society Ltd
LIF9357AU
Alternative - Macro Trading
Not Rated
Investment Fund
10 Nov 2020
$0.33 million (as at 31 Jan 2025)
$1.2869 (as at 6 Mar 2025)
$1.2869 (as at 6 Mar 2025)
Open
Offer information
Type Description
MER 3.50% (as at 20 Feb 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

FAQs about the LIB - P/E Global FX Alpha

The objective of the LIB - P/E Global FX Alpha managed fund is The Fund seeks to generate long-term total returns by investing in exchange-traded futures providing exposure to currencies and gold.

The strategy of the LIB - P/E Global FX Alpha managed fund is A 'hedge fund', P/E Global FX Alpha Fund holds both long and short terms positions in futures as well as cash and cash equivalents. The Fund invests in any futures market globally and may have exposure to gold and/or any developed market currency or emerging market currency. It uses derivatives limited to exhange-traded currency and gold futures, and takes long and short positions in futures which provide returns linked to the movements in the assets underlying futures contracts. .

The APIR code of the LIB - P/E Global FX Alpha managed fund is LIF9357AU.

LIB - P/E Global FX Alpha’s total return last month was 0.22%. This was made up of a growth return of 0.22% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

LIB - P/E Global FX Alpha’s total return for the last three months was 4.34%. This was made up of a growth return of 4.34% and an income return of 0%%. These returns were calculated as at 28 Feb 2025.

LIB - P/E Global FX Alpha’s one-year total return is 6.97%. This was made up of a growth return of 6.97% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

LIB - P/E Global FX Alpha’s one-year total return is 9.26%. This was made up of a growth return of 9.26% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the LIB - P/E Global FX Alpha managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%

The Responsible Entity for the LIB - P/E Global FX Alpha managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - P/E Global FX Alpha managed fund belongs to the Alternative - Macro Trading sector/asset class.

As at 31 Jan 2025, the size of the LIB - P/E Global FX Alpha managed fund was $0.33 million.

The LIB - P/E Global FX Alpha managed fund has an inception date of 10 Nov 2020.

The current entry price of the LIB - P/E Global FX Alpha managed fund is $1.2869 per unit and the current exit price is $1.2869 per unit (as at 6 Mar 2025).

The current exit price of the LIB - P/E Global FX Alpha managed fund is $1.2869 per unit and the current entry price is $1.2869 per unit (as at 6 Mar 2025).

The minimum initial investment amount for the LIB - P/E Global FX Alpha managed fund is $1,000. Minimum additional investment is $100.

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.