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  5. LIB - Winton Global Alpha Fund - Managed fund profile

LIB - Winton Global Alpha Fund - Managed Fund

Fund Objective
The Fund aims to generate long-term total returns by investing in exchange-traded futures contracts and exchange-traded forward contracts providing exposure to underlying investments such as share indices, bonds, interest rates, currencies and commodities. The Fund holds both long and short positions in futures. The Fund may also hold cash and cash equivalents.
Fund Strategy
Winton Capital Management Limited (Winton) has been appointed to manage the Fund's futures exposure on a discretionary basis and Macquarie Investment Management Global Limited has been appointed to manage the cash investments in excess of the margin requirements of the Fund. Winton's investment programs, including the Winton Futures Program which is applied to the Fund, is largely systematic and uses statistical techniques to find patterns and relationships in data to identify investment opportunities.

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 0.34% -1.8% 0.84% -5.12% 5.21% 4.54% 4.2% -%
Growth return 0.34% -1.8% 0.84% -5.12% 5.21% 4.54% 4.2% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

LIB - Winton Global Alpha Fund
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
25.41%
Australian Equities
4.28%
International Equities
7.52%
Cash
43.46%
Property
1.93%
Fixed Interest
17.40%

General Information

Fund Details
Type Description
LIB - Winton Global Alpha Fund
Lifeplan Australia Friendly Society Ltd
LIF2081AU
Alternative - Systematic Trend
Not Rated
Investment Fund
21 May 2018
$0.65 million (as at 31 Jan 2025)
$1.1587 (as at 31 Mar 2025)
$1.1587 (as at 31 Mar 2025)
Open
Offer information
Type Description
MER 2.50% (as at 20 Feb 2024)
Minimum initial investment $1,000.00
Minimum additional investments $100.00

FAQs about the LIB - Winton Global Alpha Fund

The objective of the LIB - Winton Global Alpha Fund managed fund is The Fund aims to generate long-term total returns by investing in exchange-traded futures contracts and exchange-traded forward contracts providing exposure to underlying investments such as share indices, bonds, interest rates, currencies and commodities. The Fund holds both long and short positions in futures. The Fund may also hold cash and cash equivalents.

The strategy of the LIB - Winton Global Alpha Fund managed fund is Winton Capital Management Limited (Winton) has been appointed to manage the Fund's futures exposure on a discretionary basis and Macquarie Investment Management Global Limited has been appointed to manage the cash investments in excess of the margin requirements of the Fund. Winton's investment programs, including the Winton Futures Program which is applied to the Fund, is largely systematic and uses statistical techniques to find patterns and relationships in data to identify investment opportunities.

The APIR code of the LIB - Winton Global Alpha Fund managed fund is LIF2081AU.

LIB - Winton Global Alpha Fund’s total return last month was 0.34%. This was made up of a growth return of 0.34% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

LIB - Winton Global Alpha Fund’s total return for the last three months was -1.8%. This was made up of a growth return of -1.8% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

LIB - Winton Global Alpha Fund’s one-year total return is -5.12%. This was made up of a growth return of -5.12% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

LIB - Winton Global Alpha Fund’s one-year total return is 4.54%. This was made up of a growth return of 4.54% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the LIB - Winton Global Alpha Fund managed fund is :

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

The Responsible Entity for the LIB - Winton Global Alpha Fund managed fund is Lifeplan Australia Friendly Society Ltd.

The LIB - Winton Global Alpha Fund managed fund belongs to the Alternative - Systematic Trend sector/asset class.

As at 31 Jan 2025, the size of the LIB - Winton Global Alpha Fund managed fund was $0.65 million.

The LIB - Winton Global Alpha Fund managed fund has an inception date of 21 May 2018.

The current entry price of the LIB - Winton Global Alpha Fund managed fund is $1.1587 per unit and the current exit price is $1.1587 per unit (as at 31 Mar 2025).

The current exit price of the LIB - Winton Global Alpha Fund managed fund is $1.1587 per unit and the current entry price is $1.1587 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the LIB - Winton Global Alpha Fund 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.