ImageImage
  • Insights
  • Our Funds
    • Global Disruption Active ETF
    • 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.

Why value investing isn’t what it used to be

James Lin28 Jun 2017PressLeave a Comment

By Alex Pollak, CIO Loftus Peak From the Australian Financial Review Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that … Read More

What Amazon’s purchase of Wholefoods in the US really means for Coles and Woolworths

James Lin20 Jun 2017PressLeave a Comment

Amazon on Friday announced the US $14b acquisition of Wholefoods in the US, which has correctly been understood by the Australian market as a reason for the share prices of Coles … Read More

Crunch time for Australian bank investors?

James Lin05 Jun 2017PressLeave a Comment

Read the piece as written by Phil Baker in the AFR on 6 May 2017 here OR read the original written by Alex Pollak below Fund managers are closing shop (Altair), calling the … Read More

What Amazon really means for Australian retail stocks

James Lin19 May 2017PressLeave a Comment

[vimeo 218749043]

We need to talk about Snapchat

James Lin16 May 2017PressLeave a Comment

By Alex Pollak – Chief investment officer – Loftus Peak What next for Snapchat? After a disastrous earnings call, the stock fell 25% and came within 25c of breaching its issue … Read More

Knowledge networks, and how they work

James Lin27 Apr 2017PressLeave a Comment

By Anshu Sharma, Portfolio Manager and Analyst, and Alex Pollak, Loftus Peak. Apple jumped around 4% on the back of above-market quarterly revenue numbers and a stock repurchase which over time … Read More

Amazon brings its “Flywheel” to Australia

James Lin18 Apr 2017PressLeave a Comment

By Alex Pollak, Chief Investment Officer, Loftus Peak Amazon in the past 24 hours has confirmed it will launch a full scale retail offering in Australia – it is now calling … Read More

The bull case for Tesla

James Lin03 Apr 2017PressLeave a Comment

Tesla blew through car production expectations this quarter – it had made just over 25,000 vehicles by 31 March – putting it on track to make 500,000 cars by 2018, according … Read More

PSD2 – the slow burn on bank valuations

James Lin27 Mar 2017PressLeave a Comment

Not really discussed in all the coverage on fintech in Australia is the impact of the Revised Payment Service Directive (PSD2) in the UK and Europe, forcing banks there to open their … Read More

Why the ‘technology eats jobs’ argument is wrong

James Lin09 Mar 2017PressLeave a Comment

Adrian Turner nailed it yesterday at the AFR Summit, saying that 40 per cent of Australia’s jobs will disappear in 10 years. “The fourth industrial revolution is under way and the … Read More

Global managers – looking for love in all the wrong places

James Lin16 Feb 2017PressLeave a Comment

If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. This isn’t so. Telstra has … Read More

Apple rallies as the story fades

James Lin09 Feb 2017PressLeave a Comment

The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the … Read More

  • Page 15 of 21
  • ←
  • 1
  • ...
  • 14
  • 15
  • 16
  • ...
  • 21
  • →
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 Active ETF
    • 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 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.

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.

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

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.

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.