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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

August 2023 UpdatePlus

James Lin15 Sep 2023Press, UpdatePlusLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, we discuss Nvidia’s earnings call and just how significant … Read More

FY23 Review: Peaking rates, rising markets

James Lin31 Aug 2023Artificial Intelligence, Disruption, Press, StreamingLeave a Comment

Source: IMDB This was one of our strongest years ever, with the Fund reporting +35.3% net-of-fees performance for the full financial year ending 30 June 2023. It was truly a year … 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

July 2023 UpdatePlus

James Lin14 Aug 2023Disruption, PressLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds … Read More

Powerful market drivers

James Lin31 Jul 2023Artificial Intelligence, PressLeave a Comment

Source: Shutterstock Powerful forces are at work. The US Federal Reserve is losing the argument for higher interest rates following six months of better inflation data. Artificial intelligence companies have captured … 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

June 2023 UpdatePlus

James Lin14 Jul 2023Artificial Intelligence, Press, UpdatePlusLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, we discuss comments from Oracle founder Larry Ellison about … 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

AI returns continue to roll

James Lin27 Jun 2023Artificial Intelligence, Disruption, PressLeave a Comment

Source: Adobe In the past month, Investor intuition has become highly attuned to the criticality of semiconductors. These devices underpin artificial intelligence (AI) across thousands of applications from music to missile defence. … Read More

May 2023 UpdatePlus

James Lin26 Jun 2023Artificial Intelligence, Press, Semiconductors, UpdatePlusLeave a Comment

Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For May, we discuss the rally around companies exposed to enabling … 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

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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

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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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