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Video: Why was Loftus Peak established?

James Lin29 Aug 2019PressLeave a Comment

Loftus Peak was created to give Australians exposure to listed global disruptive companies. These are the companies changing the world around us, or providing the tools that facilitate this change.  Our … Read More

Video: Why companies don’t disrupt themselves (Uber and the taxi industry)

James Lin14 Aug 2019PressLeave a Comment

Loftus Peak invests across retail, banking, media, transportation – across the whole market – but with a focus on companies that use all the available tools at their disposal to build … Read More

SQM Research re-affirms Superior rating for Loftus Peak’s Global Disruption Fund

James Lin07 Aug 2019PressLeave a Comment

Loftus Peak is pleased to announce that the Loftus Peak Global Disruption Fund’s 4 star ‘Superior’ rating has been reaffirmed by SQM Research. On receiving the reaffirmed 4 star SQM rating, … Read More

We need to talk about value investing…

James Lin31 Jul 2019PressLeave a Comment

What is happening to value investment managers? In the past year, one of the best in the market, Steve Johnson from Forager, has publicly written about the problems the fund is having … Read More

Video: Why Loftus Peak holds Amazon (and more)

James Lin15 Jul 2019PressLeave a Comment

The names Loftus Peak invests in are large capitalisation names that are changing the way business operates. We unpick how Amazon used its unique strategy to become one of the largest … Read More

Loftus Peak featured in the AFR: Disney? Stan? Who to back in the streaming wars

James Lin01 Jul 2019PressLeave a Comment

(By James Frost – originally published in the Australian Financial Review on 1 July 2019.) The thundering arrival of streaming services such as Netflix has been one of the biggest and most … Read More

Video: Loftus Peak on Auto Industry Disruption

James Lin24 Jun 2019PressLeave a Comment

Whole industries, valued at trillions of dollars, are being up-ended by disruption. Electric cars don’t just mean that multi-billion dollar fossil fuel car companies must adapt, their suppliers are also at … Read More

Loftus Peak nominated as a finalist in 2019 IMAP Awards

James Lin31 May 2019PressLeave a Comment

Loftus Peak is pleased to announce that it is a finalist in the International Equities category of the 2019 IMAP awards. Toby Potter, Chair of IMAP, said: “The managed account programs … Read More

Loftus Peak featured in The Australian: Writing’s on the wall as targeted ads threaten commercial TV

James Lin29 Apr 2019PressLeave a Comment

By Alex Pollak, CIO Loftus Peak (originally published in The Australian – 29/04/19) Disruption doesn’t end with media. It is ripping through the global economy. It’s television, but not as we … Read More

Uber’s IPO – Alex Pollak on 2GB with Ross Greenwood

James Lin23 Apr 2019PressLeave a Comment

Having now notched up over 10 billion trips, Uber, the dominant player in ridesharing, is looking to list within weeks. Listen to Alex Pollak (Loftus Peak) and Ross Greenwood (Money News … Read More

Stream Wars: The (Disney) Empire Strikes Back

James Lin16 Apr 2019PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Do not attempt to adjust your set – your TV has been forever changed Remember when TV went to colour, from black and white? Or … Read More

How our process delivers investment returns in a rapidly changing world

James Lin18 Feb 2019PressLeave a Comment

In just under five months Loftus Peak will have been operating for five years. The portfolio has delivered 19.3% p.a. since inception in June 2014, with outperformance of +8.2% p.a. Investors … 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.

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 (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.

I would like to receive monthly performance updates from Loftus Peak

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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