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Alex Pollak speaking at Sohn Hearts & Minds 2024

EmilyHempel09 Dec 2024Disruption, News about Loftus Peak, Press

On 15th November, Chief Investment Officer Alex Pollak spoke at the Sohn Hearts and Minds event in Adelaide. The event is dedicated to funding medical research to which Hearts & Minds … Read More

In The Media – Eleven stock tips from Sohn to get you through 2025

EmilyHempel09 Dec 2024News about Loftus Peak, Press

JOSHUA PEACH, JONATHAN SHAPIRO AND DANIEL ARBON Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas … Read More

Eli Lilly included in Sohn Hearts and Minds portfolio

EmilyHempel03 Dec 2024Disruption, News about Loftus Peak, Press

We first saw pictures like these almost ten years ago, produced by Nvidia, the second largest company in the world today. They are not a special effect, but rather a real … Read More

Loftus Peak named as a 2024 RIAA Responsible Investor

EmilyHempel18 Nov 2024ESG, News about Loftus Peak, Press

We are pleased to share that Loftus Peak has again been recognised as a Responsible Investor 2024 by the Responsible Investment Association Australasia (RIAA), in the upcoming Responsible Investment Benchmark Report. … Read More

Finalist for ‘Best Australian Based Global Equity Manager’

EmilyHempel18 Nov 2024News about Loftus Peak, Press

Loftus Peak is proud to announce our nomination as a finalist for the ‘Best Australian Based Global Equity Manager’ at the 2024 Australian Fund Manager Awards. This recognition reflects our dedication … Read More

Loftus Peak named finalist in the 2024 Hedge Funds Rock Awards

EmilyHempel04 Oct 2024News about Loftus Peak, Press

We are pleased to announce that Loftus Peak has been named a finalist for the Best Listed Alternative Investment Product at the 2024 Hedge Funds Rock Australian Alternative Investment Awards. This … Read More

In The Media – What’s behind the stock meltdown and will there be a recession?

EmilyHempel16 Aug 2024News about Loftus Peak, Press

Vanguard, Betashares, iShares neck and neck in battle for inflows ANDREW MCKEAN Vanguard, Betashares, iShares, and VanEck have attracted most of the ETF inflows in Australia for 2024, with competition among … Read More

Loftus Peak nominated as a finalist in 2024 IMAP Awards

EmilyHempel15 Aug 2024News about Loftus Peak, Press

We’re excited to share that Loftus Peak has been named a finalist in the International Equities category for the 2024 IMAP Managed Account Awards. At Loftus Peak, the focus has always … Read More

In the Media – Tony Boyd’s Opinion Piece

EmilyHempel12 Aug 2024News about Loftus Peak, Press

Why I dumped my industry super fund TONY BOYD It is an awkward time to be talking about the strong performance of my self-managed super fund given the correction occurring in … Read More

New Investment Manager Assignments for Loftus Peak

James Lin04 Mar 2024News about Loftus Peak, PressLeave a Comment

To access this notice as a PDF, click here. Fund managers Loftus Peak and Orca Funds Management (Orca), have joined forces to further extend their highly performant, market-leading disruption funds to … Read More

‘If you can do anything, embrace AI’: Graham Rich’s Portfolio Construction Forum and Loftus Peak

James Lin30 Nov 2023Artificial Intelligence, Disruption, News about Loftus Peak, PressLeave a Comment

AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference and explore this important theme in front of the the … Read More

Loftus Peak wins ‘Best Australian Based Global Equity Manager’ at 2023 Australian Fund Manager Awards

James Lin26 Oct 2023News about Loftus Peak, PressLeave a Comment

We are delighted to announce that we have been named the ‘Best Australian Based Global Equity Manager’ at the 2023 Australian Fund Manager Awards, against a highly competitive field! We would … Read More

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Loftus Peak Global Disruption Fund Research IP Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund Research IP Report.

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The Research IP rating (assigned 20 November 2024) is published by Research IP Pty Ltd (ABN 81 602 947 562, AFSL 481674, New Zealand FSP 710351). The rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s), using comprehensive and objective criteria, but without taking into account the objectives, financial situation or needs of any individual. The rating is not a recommendation to purchase, sell or hold the product(s) and you should seek independent financial advice before investing in this product(s). For further advice on the relevance of this rating to your personal situation, please consult your authorised financial adviser. Investors should obtain a copy of, and consider the PDS or offer document, before making any decision and refer to the full Research IP report available at https://portal.research-ip.com. The rating is subject to change without notice and Research IP assumes no obligation to update the relevant document(s) following publication. Past performance information is for illustrative purposes only and is not indicative of future performance. Research IP usually receives a distribution licensing fee from the Fund Manager for the right to publish the research report and rating. For further information regarding Research IP’s Ratings, please refer to our website at: https://research-ip.com/research/our-ratings.

Loftus Peak Global Disruption Fund Lonsec Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

To find out more information on Lonsec Research reports and ratings, please visit www.lonsec.com.au.

Complete this form to request the Loftus Peak Global Disruption Fund Lonsec Report.

I would like to receive monthly performance updates from Loftus Peak

The rating issued 04/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

Global disruption is changing the face of investment

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Loftus Peak Global Disruption Fund Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund Zenith Report.

I would like to receive monthly performance updates from Loftus Peak

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned MMC0110AU 30/11/2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Fund SQM Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund SQM Report.

I would like to receive monthly performance updates from Loftus Peak

SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued (August 2024), however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

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