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Markets fall… then bounce hard

James Lin23 Nov 2022PressLeave a Comment

Since the beginning of the year, the dominant narrative across the semiconductor industry has been that chips are entering a cyclical downturn with revenues and earnings expected to fall as the … Read More

Loftus Peak’s Rick Steele features in Kaplan’s ASX Financial Adviser Day 2022 Module

James Lin14 Nov 2022PressLeave a Comment

Loftus Peak’s Rick Steele speaks on IoT in Kaplan’s ASX Financial Adviser Day 2022 Module

James Lin13 Nov 2022PressLeave a Comment

Loftus Peak awarded ‘Highly Commended’ at Financial Newswire’s Fund Manager of the Year Awards 2022

James Lin01 Nov 2022News about Loftus Peak, PressLeave a Comment

The Loftus Peak Global Disruption Fund was awarded “highly commended” as runner up in the highly competitive Global Equities – Large Cap category, at Financial Newswire’s Fund Manager of the Year … Read More

Dynamite Fishing: £1.5 T UK pension plans survive, luckily

James Lin26 Oct 2022Disruption, PressLeave a Comment

Dynamite fishing is a term used in angling to describe damaging behaviour that accidentally kills whatever else happens to be in the water nearby the fish that are the target. It … Read More

Vladimir Putin and the butterfly effect

James Lin21 Sep 2022Decarbonisation, Press, StreamingLeave a Comment

European inflation stays high, forcing US rates up This month’s bogey was European inflation, which was up to 9.1% for the twelve months to August, so still increasing. Energy and food … Read More

Disruption continues despite ‘technical recession’

James Lin17 Aug 2022Disruption, PressLeave a Comment

The recession we don’t seem to be having Source: FrankHH, Shutterstock Markets had braced for impact following the US Federal Reserve rate hikes (+2.25% so far this year) with expectations of … Read More

Half-year in review: is the worst over?

James Lin22 Jul 2022PressLeave a Comment

Global sharemarkets changed direction abruptly in mid-November 2021, with the trigger the ‘hot’ US inflation reading for October – it rose to +6.2% year-over-year, almost guaranteeing the US Federal Reserve would … Read More

Semiconductors: The Next Big Opportunity?

James Lin06 Jul 2022Press, SemiconductorsLeave a Comment

Interest rate hikes, inflation, geopolitical tension… our Portfolio Manager Anshu Sharma discusses semiconductors (chips) and why we think they are so important over the next three to five years.

What happens to disruption during a recession?

James Lin03 Jul 2022Disruption, PressLeave a Comment

Hard and soft landings (recession versus not) are now the talk of the day, with a growing list of companies reporting hiring freezes and other cost controls along with lower forward … Read More

Financial Newswire: Loftus Peak a ‘Star Manager’

James Lin01 Jul 2022News about Loftus Peak, PressLeave a Comment

Below is Yasmine Masi’s Financial Newswire article ‘Don’t miss the forest for the trees′ which was originally published in the Financial Newswire on 30 June 2022. For the original article on … Read More

Responsible Investment update: reducing the world’s carbon footprint

James Lin19 May 2022Decarbonisation, ESG, PressLeave a Comment

An important part of Loftus Peak’s Responsible Investment Policy – and the group’s investment philosophy since inception – is the belief that the world will move away from energy generated by … 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.

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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.

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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

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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.

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