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Inflation is here. Set quality to max.

James Lin04 Mar 2022Disruption, PressLeave a Comment

It was a bad month for markets all around, as the US Federal Reserve finally leaned into its job – getting inflation out of the system. Its mechanism for doing this … Read More

LPGDF on AMM platform

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

AMM is proud to announce the addition of the Loftus Peak Global Disruption Fund on our Direct Investing Marketplace. The Fund which was launched in November 2016 invests in a concentrated … Read More

The disruption strategy that outgrew Tesla

James Lin16 Feb 2022Decarbonisation, Disruption, News about Loftus Peak, PressLeave a Comment

Below is Vesna Poljak’s Australian Financial Review Monday Fundie article ‘The disruption strategy that outgrew Tesla′ which was originally published in the Australian Financial Review on 14 Feb 2022. For the … Read More

Disruption: Would you like chips with that?

James Lin25 Jan 2022Disruption, Press, SemiconductorsLeave a Comment

Reading time: 4 minutes It was all about “chips” – semiconductors – in 2021and likely also in 2022. We (internally) break down our portfolio into three categories – those that produce the tools … Read More

Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022

James Lin29 Dec 2021Disruption, News about Loftus Peak, PressLeave a Comment

Below is an extract from Tony Featherstone’s Australian Financial Review article ‘14 disruptive trends you need to know about in 2022′ which was originally published in the Australian Financial Review on … Read More

Qualcomm shoots the lights out in November; the investment process that got us here

James Lin29 Dec 2021Press, SemiconductorsLeave a Comment

Uncertainty over the Omicron COVID-19 variant has unsettled markets again following a period of optimism – and just when businesses had begun the return to normal. This has put a dent in the … Read More

De-carbonisation: it’s on

James Lin19 Nov 2021Decarbonisation, ESG, PressLeave a Comment

We are well into the next wave of disruption: de-carbonisation. This was pioneered by Elon Musk through the car and battery company Tesla. Musk wasn’t the first person to recognise how … Read More

Adviser Webinar recording “A ‘Peak’ into the Future”

James Lin04 Nov 2021Disruption, PressLeave a Comment

If you have missed out on our FASEA CPD accredited webinar – ‘Disruption: A “Peak” into the Future’ held on the 17 November (12pm Sydney time) and would like to receive … Read More

Video: Loftus Peak’s Disruption Strategy

James Lin06 Oct 2021PressLeave a Comment

Understanding disruption and its impact on business globally is important now more than ever. The video below will give you an insight into how Loftus Peak invests.

Elon Musk, how artificial intelligence works; plus August returns

James Lin17 Sep 2021Artificial Intelligence, PressLeave a Comment

Reading time: 5 Minutes Newsworthy in August was the artificial intelligence (AI) day held by Tesla. CEO Elon Musk wasn’t the first to flag the danger of AI for society – there have … Read More

Loftus Peak features in Tony Boyd’s (AFR’s Chanticleer) Super Fund Returns

James Lin10 Aug 2021News about Loftus Peak, PressLeave a Comment

Below is an extract from Tony Boyd’s Chanticleer article ‘Chanticleer’s super fund falls off its perch′ which was originally published in the Australian Financial Review on 6 August 2021. For the … Read More

The financial year in review, plus June Fund Performance

James Lin14 Jul 2021PressLeave a Comment

June was a strong month for the Loftus Peak Global Disruption Fund, which recorded a return of +10.2% net-of-fees with +5.6% of outperformance. The top performer was Roku, which added +2.7 percentage points … 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.

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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

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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

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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.

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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

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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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