Lucerne Investment Partners is a privately owned investment group that provides investment services primarily to institutional and family office capital.

Lucerne Investment Partners

Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions.

We specialise in providing private wealth advice and funds management services. Our leadership team co-invests, placing their personal wealth alongside investors, and therefore, aligning interests. 

We have a number of investment vehicles open to wholesale and retail investors: The Lucerne Alternative Investments Fund (LAIF) a “fund of funds” model which provides investors access to an actively managed portfolio of funds
designed to have a low correlation to equity markets. LAIF has annualised ~11% p.a. with half the volatility of equity markets.

Lucerne takes a considered and methodical approach to investment, keeping capital preservation front of mind.

The group was started in 2015 by a team that wanted to create a business better aligned to the interests of investors, rather than one based on earning commissions on trades regardless of investment results.

With a proven track record of results, our dynamic team values relationships, having worked with a range of investors for over ten years. Personalised service and long-term partnerships are at the core of our business.

We value integrity, care, excellence and doing things differently. A willingness to learn, grow and put our investors’ interests first, drives us to succeed. 

Lucerne is based in Richmond, Melbourne. More information can be found by visiting www.lucernepartners.com

Last week we held our 3rd annual Charity Golf Day at The Victoria Golf Club.
This years was our best yet with a perfect day of blue skies, great golf, and over $65,000 raised for Berry Street, one of Australia’s largest independent family service organisations.
A huge thanks to all of our sponsors, participants, clients, and everyone else who managed to make this day another success and we are already looking forward to getting back on the course in 2025.

If you would still like to be a part of our fundraising campaign, visit https://lnkd.in/gYyM2kDa

We're excited to announce that the Lucerne Alternative Investments Fund (LAIF) now has a LinkedIn page! Our April 2024 factsheet is live, providing insights into our latest performance and strategic positioning in today's challenging market environment.

Follow us to discover how the team navigates the "higher for longer" interest rates and the slowing consumer landscape. Stay informed and engage with our updates.

#AlternativeInvestments #LAIF #MarketInsights #InvestmentStrategy #PortfolioManagement #Finance #EconomicOutlook #InvestmentPerformance

Thrilled to share our collaboration with Lucerne Investment Partners at their annual golf fundraiser! 

🏌️‍♂️ Together with CEO Anthony Murphy, Lucerne has partnered with Berry Street for their 2024 event, all in support of our vital Family Violence refuge services. 

Raising over $60k+ this contribution will directly impact our Family Violence refuges, offering crucial support and holistic care to mothers and caregivers as they rebuild their lives after escaping domestic violence.

Our warmest thank you to the Lucerne Investment Partners team and Anthony Murphy for their support and dedication. #PartnershipGoals #MakingADifference #esg #corporatepartnerships

The Lucerne Alternative Investments Fund (LAIF) March 2024 Factsheet is now live on our website.

We explore the reasons behind sudden, brief market rallies and the growing lack of relevance of historical patterns in investment. We will also share our strategy for investing in this changing landscape and identify areas where we believe there are opportunities for sustained growth.

You can read our insights and analysis at the link below:

The Lucerne Alternative Investments Fund has featured in Preqin's Q3 2023 Honor Roll for Hedge Funds in APAC, as the #1 performing 'fund of hedge funds' for the quarter. You can see the results in the table below:

If you have any questions or would like further information on the Fund, please get in contact or visit laif.com.au

The Lucerne Select Alpha Fund (LSAF) March 2024 quarterly report is now available on our website.

Please click the below link to view the fact sheet and further commentary.

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Lucerne Investment Partners