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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

Global change – what is happening now, and what comes next?

James Lin13 May 2020PressLeave a Comment

Alex Pollak (CIO), Harry Morrow (Analyst) From the outset, Loftus Peak has positioned clients to benefit from the changes that are occurring in business across the globe. The internet and digitisation … Read More

Loftus Peak featured in the AFR: How four funds beat virus crash

James Lin01 May 2020PressLeave a Comment

The below is an extract from Tony Boyd’s article ‘How four funds beat virus crash’ which was originally published to the Australian Financial Review on 25/04/20. For the full article, please … Read More

Loftus Peak building on ‘Disruptive Innovation’

James Lin17 Mar 2020PressLeave a Comment

Harvard Professor Clayton Christensen passed away in January. He was the father of what is known as disruption in business, and therefore someone Loftus Peak had always closely followed. He defined … Read More

Tesla surges, VW doesn’t. Here’s why

James Lin19 Feb 2020PressLeave a Comment

Alex Pollak, CIO Loftus Peak This article was originally published to Firstlinks. Google recently joined the trillion (US) dollar valuation club, of which Apple and Microsoft are already members at around … Read More

What drove Loftus Peak’s +35% net-of-fees return for 2019

James Lin23 Jan 2020PressLeave a Comment

Alex Pollak, CIO at Loftus Peak What’s so special about the Loftus Peak Global Disruption Fund? Traditional business models are being disrupted as connectivity, networks and the sharing economy impact all … Read More

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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.

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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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