Ready to Invest?
If you need any assistance, Please contact one of the Loftus Peak team at enquiry@loftuspeak.com.au or call on +61 2 9163 3333.
Our Products
To invest in the Loftus Peak global disruption capability, first select the product of your choice and follow the application process that you prefer.
Loftus Peak Global Disruption Fund
The Loftus Peak Global Disruption Fund may be purchased through your stockbroker on the ASX as an active ETF, in addition to making applications to the Fund's administrator.
Invest Directly Invest on the ASX
Loftus Peak Global Disruption Fund (Hedged)
The Loftus Peak Global Disruption Fund (Hedged) carries exposure to the same holdings as the Loftus Peak Global Disruption Fund. As the name suggests, the hedged class of the Fund seeks to substantially hedge the foreign currency exposure arising from investments in overseas markets back to Australian dollars. It is not available on the ASX at this stage.
Loftus Peak Global Change Portfolio
Sophisticated investors may also invest by way of the Loftus Peak Global Change Portfolio (LPGCP) which is a managed discretionary account. The minimum account size for investments in the Portfolio is $150,000.
If you wish to purchase units in the Loftus Peak Global Disruption Fund as an active ETF on
the ASX, please contact your Stockbroker.
To assist please use the following checklist:
Read the Product Disclosure Statement
View the indicative Net Asset Value (iNAV) on the Loftus Peak home page and shown below:
iNAV *
$4.7212
As at
15 Jul 2024 4:14:59 PM
or, view iNAV on various data houses with associated ticker details:
| Units | Indicative Nav | |
|---|---|---|
| Bloomberg | LPGD AU EQUITY | LPGDIV INDEX |
| Thomson Reuters | LPGD.AX | LPGDAUDINAV-SOLA |
| IRESS | LPGD.AXW | LPGDAUDINAV |
Check the current Fund buy/sell price with your stockbroker or online stockbroking application.
Buy or sell units on the ASX using ASX Code: LPGD.
Information and Form Library
Product Disclosure Statement
Fund Target Market Determination
Application Form
Additional Application Form
Update your Details Form
Withdrawal Form
Switch Form
Checklist when investing directly in the Loftus Peak Global Disruption Fund:
Read the Product Disclosure Statement
Complete the application form online through Connexian or Olivia123 or download the hard copy PDF Application Form and submit.
Invest Now
Application powered by
Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes.
Invest Now
Application powered by
Olivia 123 is a fast, simple and secure online application process for managed funds.
Hard Copy Application
If you are making a hard copy application, send the application to Apex Fund Services:
GPO Box 143
Sydney NSW 2001
If the form isn't loading correctly, click here to go directly to the application form. Click here
Make Regular Payments with BPay
Loftus Peak accepts initial direct investments from individuals with a minimum amount of $5,000.
Additional investments into the Fund can also be made via BPAY®. To facilitate the use of this service you will need to enter the Loftus Peak BPAY® Biller Code 349845 along with your unique Customer Reference Number (CRN) which can be found when you log into your Investor Login. Your individual CRN will be generated after your initial application to allow you to make additional investments by using BPAY®. BPAY® cannot be used for initial investments. When making the payment via BPAY®, you do not need to complete an additional investment form. BPAY® is only available when purchasing units by way of Fund's Registry, Apex Group (previously named Mainstream Fund Services) and is not available when purchasing units on the ASX.
Information and Form Library
Product Disclosure Statement
Fund Target Market Determination
Update your Details Form
Loftus Peak Global Disruption Fund Active ETF mechanics
For all other forms:
Downloads Centre
Checklist when investing directly in the Loftus Peak Global Disruption Fund (Hedged):
Read the Product Disclosure Statement
Invest Now
Application powered by
Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes.
Hard Copy Application
If you are making a hard copy application, send the application to Apex Fund Services:
GPO Box 143
Sydney NSW 2001
If the form isn't loading correctly, click here to go directly to the application form. Click here
Make Regular Payments with BPay
Loftus Peak accepts initial direct investments from individuals with a minimum amount of $5,000.
Additional investments into the Fund can also be made via BPAY®. To facilitate the use of this service you will need to enter the Loftus Peak BPAY® Biller Code 349845 along with your unique Customer Reference Number (CRN) which can be found when you log into your Investor Login. Your individual CRN will be generated after your initial application to allow you to make additional investments by using BPAY®. BPAY® cannot be used for initial investments. When making the payment via BPAY®, you do not need to complete an additional investment form. BPAY® is only available when purchasing units by way of Fund's Registry, Apex Group (previously named Mainstream Fund Services) and is not available when purchasing units on the ASX.
Information and Form Library
Product Disclosure Statement
Fund Target Market Determination
Update your Details Form
Loftus Peak Global Disruption Fund Active ETF mechanics
For all other forms:
Downloads Centre
