LSC Australian Resources Hi - Alpha

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General Information
Fund Name LSC Australian Resources Hi - Alpha
Fund Status Closed
Manager Equity Trustees Limited
APIR Code ETL0163AU  
Sector/Asset Class Equity Australia Other  
Morningstar Rating Not Rated  
Legal Structure Investment Fund  
Fund Inception 30th Jun 2008
Fund Size $1.62 million (as at 31st May 2013) 
Entry Price $0.4311 (as at 24th Jun 2013) 
Exit Price $0.4285 (as at 24th Jun 2013) 
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Fund Performance (as at 31st May 2013)   NOTE : returns for periods greater than 1 year are annualised
  1 Month
3 Month
6 Month
1 Year
% p.a.
2 Year
% p.a.
3 Year
% p.a.
5 Year
% p.a.
10 Year
% p.a.
Total Return -8.97 -28.93 -38.95 -40.98 -36.9 -9.64 - -
Growth Return -8.97 -28.93 -38.95 -40.98 -39.56 -14.40 - -
Income Return 0.00 0.00 0.00 0.00 2.66 4.76 - -
Morningstar Index
(Mstar PG ITr Equity Aus Other Idx)  
Total Return -0.38 1.90 4.61 9.29 8.58 3.74 11.31 11.84
Market Index
(S&P/ASX 200 TR AUD)
Total Return 0.29 2.09 5.58 13.46 16.68 8.54 13.39 9.37

Asset Allocation (as at 31st Mar 2013)  
Domestic Shares 99.02%
International Shares 0%
Cash 0.98%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective LSC Australian Resources Hi-Alpha Fund is designed for investors seeking exposure to Australian resources (minerals and oil and gas) excluding investment in BHP Billiton and Rio Tinto.
Fund Strategy The Fund invests in a portfolio of securities of Australian resource companies (ex BHP Billiton and Rio Tinto) and related sectors that are influenced by resource companies and mineral commodities. Significant cash positions may occur from time to time, depending on the assessed market outlook.


Offer Information
Indirect Cost Ratio (ICR) 1.5375% (as at 30th Jun 2009)
Minimum Initial Investment $25,000

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund


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