ImageImage
  • Insights
  • Our Funds
    • Global Disruption Fund
    • Global Disruption Fund (Hedged)
    • Global Change Portfolio
    • Orca Global Disruption Fund
    • What’s the difference?
  • Advisers
    • Performance
    • Thematic Exposure
    • Stock Holding Report
    • Quarterly Quant Data Pack
    • How to access the Fund
    • Fund Research Ratings
    • Information and Forms Library
    • Contact us
  • Sustainability
  • About Us
  • Contact
  • Sign up
  • Invest
Sign up
Invest
Select Category
  • -- Select Category --
  • Artificial Intelligence
  • Decarbonisation
  • Disruption
  • Electrification
  • ESG
  • News about Loftus Peak
  • Semiconductors
  • Streaming
  • UpdatePlus
  • Check Unit Prices
  • Compare Products
  • Find a Form
  • View My Holdings
  • Read Latest Insights
  • Latest Distributions
  • Performance
  • Apply Now

Message Sent!.

Thank you for enquiring with Loftus Peak.

Please check your inbox. We will respond to your email shortly.

Loftus Peak named as a 2023 RIAA Responsible Investor

James Lin18 Sep 2023ESG, News about Loftus Peak, PressLeave a Comment

Loftus Peak has been named a Responsible Investor by the Responsible Investment Association Australasia (RIAA) in its landmark 22nd annual study launched today. This recognises our commitment to responsible investing and … Read More

Disruptive stocks that can continue to benefit from AI – Alex Pollak on Livewire Markets

James Lin21 Aug 2023Artificial Intelligence, Disruption, News about Loftus Peak, PressLeave a Comment

CIO Alex Pollak speaks to Livewire’s Ally Selby about Loftus Peak’s approach to investing in Artificial Intelligence and which stocks he believes will provide exposure to this disruptive technology. Plus, he … Read More

The AI Revolution – Alex Pollak on Ausbiz’s The Pulse

James Lin18 Jul 2023Artificial Intelligence, News about Loftus Peak, PressLeave a Comment

CIO Alex Pollak speaks to Ausbiz’s Danielle Ecuyer about Loftus Peak’s approach to investing in Artificial Intelligence and whether or not AI companies are overvalued, including Nvidia, AMD and Tesla. This … Read More

Meta competes with Musk’s Twitter – Alex Pollak from Loftus Peak on Sky News with Ross Greenwood

James Lin06 Jul 2023News about Loftus Peak, PressLeave a Comment

Ross Greenwood discusses the competition between Elon Musk’s Twitter and Meta’s ‘Threads’ with Alex Pollak, CIO of Loftus Peak. This video was originally published by Sky News’ from Ross Greenwood’s Business … Read More

Loftus Peak receives ‘Responsible Investment Certification’ from RIAA

James Lin31 May 2023ESG, News about Loftus Peak, PressLeave a Comment

Across the month, Loftus Peak has received Responsible Investment Certification from Responsible Investment Association Australasia (RIAA). RIAA’s certification program is the leading initiative for distinguishing quality responsible, ethical and impact investment … Read More

Loftus Peak features in AFR’s Chanticleer – AI

James Lin22 May 2023Artificial Intelligence, News about Loftus Peak, PressLeave a Comment

Source: Shutterstock Below is an extract from James Thomson’s Chanticleer article “How Sydney fundie caught AI wave” which was originally published in the Australian Financial Review on 19 May 2023. For … Read More

Loftus Peak awarded ‘Highly Commended’ at Financial Newswire’s Fund Manager of the Year Awards 2022

James Lin01 Nov 2022News about Loftus Peak, PressLeave a Comment

The Loftus Peak Global Disruption Fund was awarded “highly commended” as runner up in the highly competitive Global Equities – Large Cap category, at Financial Newswire’s Fund Manager of the Year … Read More

Financial Newswire: Loftus Peak a ‘Star Manager’

James Lin01 Jul 2022News about Loftus Peak, PressLeave a Comment

Below is Yasmine Masi’s Financial Newswire article ‘Don’t miss the forest for the trees′ which was originally published in the Financial Newswire on 30 June 2022. For the original article on … Read More

Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix

James Lin26 Apr 2022News about Loftus Peak, Press, StreamingLeave a Comment

Below is Ticky Fullerton’s article ‘Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix′ which was originally published in The Australian Business Review on 22 April 2022. For the … Read More

LPGDF on AMM platform

James Lin01 Mar 2022News about Loftus Peak, PressLeave a Comment

AMM is proud to announce the addition of the Loftus Peak Global Disruption Fund on our Direct Investing Marketplace. The Fund which was launched in November 2016 invests in a concentrated … Read More

The disruption strategy that outgrew Tesla

James Lin16 Feb 2022Decarbonisation, Disruption, News about Loftus Peak, PressLeave a Comment

Below is Vesna Poljak’s Australian Financial Review Monday Fundie article ‘The disruption strategy that outgrew Tesla′ which was originally published in the Australian Financial Review on 14 Feb 2022. For the … Read More

Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022

James Lin29 Dec 2021Disruption, News about Loftus Peak, PressLeave a Comment

Below is an extract from Tony Featherstone’s Australian Financial Review article ‘14 disruptive trends you need to know about in 2022′ which was originally published in the Australian Financial Review on … Read More

  • Page 2 of 3
  • ←
  • 1
  • 2
  • 3
  • →
Image
For Investors
  • Explore our Funds
  • Downloads Centre
About
  • Our Team
  • Investment Philosophy
Contact
enquiry@loftuspeak.com.au
+61 2 9163 3333
Suite 304/350 George St, Sydney NSW 2000
VIEW ON MAP
Copyright © 2024 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332
  • Privacy Policy
  • Disclaimer
  • Insights
  • Our Funds
    • Global Disruption Fund
    • Global Disruption Fund (Hedged)
    • Global Change Portfolio
    • Orca Global Disruption Fund
    • What’s the difference?
  • Advisers
    • Performance
    • Thematic Exposure
    • Stock Holding Report
    • Quarterly Quant Data Pack
    • How to access the Fund
    • Fund Research Ratings
    • Information and Forms Library
    • Contact us
  • Sustainability
  • About Us
  • Contact
  • Sign up
  • Invest

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.

I would like to receive monthly performance updates from Loftus Peak

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

To receive monthly performance updates and other commentary please enter your name and email address to be added to our mailing list. You can unsubscribe at any time.

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.

Want to read more?

Disruption is changing the face of investment. To receive monthly performance updates and more content like this from Loftus Peak, fill in your name and email address. You can unsubscribe at any time.

Do not show again.