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Loftus Peak Launches Active ETF on the ASX

James Lin09 Nov 2020PressLeave a Comment

The highly successful Loftus Peak Global Disruption Fund is now available to investors on the ASX as an active Exchange Traded Managed Fund (ASX Code: LPGD). Loftus Peak’s CEO Rick Steele … Read More

FAANGM-mania, or are there good reasons for these high prices?

James Lin30 Oct 2020PressLeave a Comment

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records The price appreciation of the FAANGM (Facebook, Amazon, Apple, Netflix, Google and Microsoft, to which we … Read More

Rethinking portfolio construction – Interview with the AFR

James Lin15 Sep 2020PressLeave a Comment

The below is an extract from Tony Featherstone’s article ‘How to profit from global disruption’ which was originally published to the Australian Financial Review on 05/09/2020. For the full article, please … Read More

Is there still value in Apple and Amazon after the recent rally? Bloomberg asks

James Lin11 Sep 2020PressLeave a Comment

The below article by Jackie Edwards on how ‘Top Fund Still Sees Value in Apple, Amazon After Sizzling Rally’ was originally published to the Bloomberg News website on 11/09/20. For the … Read More

Loftus Peak featured in FPA’s Money and Life Magazine August issue

James Lin28 Aug 2020PressLeave a Comment

Below is an article by reporter Jayson Forrest published to the Money and Life Magazine August issue (7/08/2020). Click here for the full August issue.

Interview: Loftus Peak featured on Sky News Business Weekend

James Lin05 Aug 2020PressLeave a Comment

Loftus Peak CIO Alex Pollak spoke with Ticky Fullerton on Sky News Business Weekend about the Fund’s performance during COVID-19. Find out why Loftus Peak believes disruption as an investment theme … Read More

Loftus Peak featured in the AFR: How to ride the tech ETF rocket

James Lin22 Jul 2020PressLeave a Comment

The below is an extract from Tony Featherstone’s article ‘How to ride the tech ETF rocket’ which was originally published to the Australian Financial Review on 18/07/20. For the full article, … Read More

Loftus Peak featured in the AFR: How top fundies beat the virus

James Lin20 Jul 2020PressLeave a Comment

The below is an extract from Tony Boyd’s article ‘How top fundies beat the virus’ which was originally published to the Australian Financial Review on 15/07/20. For the full article, please … Read More

SQM Research upgrades rating for Loftus Peak’s Global Disruption Fund

James Lin19 Jul 2020PressLeave a Comment

Loftus Peak is pleased to announce that SQM Research has upgraded the rating for Loftus Peak’s Global Disruption Fund to four and a quarter stars. The Fund has re-affirmed its position … Read More

Loftus Peak a Finalist in Money Management’s Fund Manager of the Year Awards 2020

James Lin18 Jul 2020PressLeave a Comment

Loftus Peak is pleased to announce that it has been listed as a finalist in Money Management’s Fund Manager of the Year Awards 2020 for Global Equities. Money Management highlighted the … Read More

Loftus Peak on the Marcus Today Podcast – disruptive investing

James Lin04 Jun 2020PressLeave a Comment

Listen to the podcast here

Loftus Peak speaks with Alan Kohler on the Eureka Report – COVID-19 and the acceleration of disruption

James Lin29 May 2020PressLeave a Comment

Listen to the audio or read the transcript below. FULL TRANSCRIPT Well, Alex, you’ve been shooting the lights out. Your performance during the bear market or downturn has been fantastic. Tell … Read More

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Loftus Peak Global Disruption Active ETF 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 Active ETF SQM Report.

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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.

Loftus Peak Global Disruption Active ETF

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 Active ETF Zenith Report.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU assigned 28/11/2024) 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 Active ETF

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 Active ETF (MMC0110AU) Lonsec Report.

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The rating issued May 2024 for MMC0110AU 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. © 2024 Lonsec. All rights reserved.

Loftus Peak Global Disruption Active ETF

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 Active ETF 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.

Global disruption is changing the face of investment

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