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

James Lin08 Jul 2021News about Loftus Peak, PressLeave a Comment

Loftus Peak is pleased to announce that SQM Research has re-affirmed the rating for Loftus Peak’s Global Disruption Fund at 4.25 stars. The Fund has maintained its position in the ‘Superior’ … Read More

Investing in a better world; Loftus Peak and ESG

James Lin21 Jun 2021ESG, PressLeave a Comment

From its inception in 2014 Loftus Peak has strived to implement a future-focused investment approach that respects the value and importance of environmental, social and governance attributes of the companies in … Read More

Equity Mates interviews CIO Alex Pollak on investing in Global Markets

James Lin11 Jun 2021News about Loftus Peak, PressLeave a Comment

Following the ASX Investor Day event which ended last month, we were pleased to have been invited by the team at Equity Mates Investing Podcast for an interview as part of … Read More

Growth vs Value: which companies win in a post-COVID world?

James Lin20 May 2021PressLeave a Comment

The Growth/Value dichotomy lies in plain sight – at the time of writing, the Dow had risen 0.7% overnight, while the NASDAQ fell 0.5%. These moves have been in train for … Read More

Loftus Peak to present at 2021 ASX Investor Day series

James Lin04 May 2021News about Loftus Peak, PressLeave a Comment

Loftus Peak is pleased to announce that we will be a featured presenter in the 2021 ASX Investor Day series. Come and hear our Chief Investment Officer Alex Pollak discuss investment … Read More

Loftus Peak a Finalist in Money Management’s Fund Manager of the Year Awards 2021

James Lin04 May 2021News about Loftus Peak, PressLeave a Comment

Loftus Peak is pleased to announce that it has been listed as a finalist in Money Management’s Fund Manager of the Year Awards in the Global Equities category for a second … Read More

Loftus Peak on Livewire: The next dominant theme of the decade

James Lin03 May 2021Disruption, News about Loftus Peak, PressLeave a Comment

Earlier this week, Loftus Peak CIO Alex Pollak sat down with with Bella Kidman and Nick Griffin of Munro Partners to discuss the dominant themes of the next decade; including semiconductors, … Read More

Loftus Peak on Livewire: Disruptive Buy Hold Sell

James Lin30 Apr 2021PressLeave a Comment

Loftus Peak CIO Alex Pollak speaks with Bella Kidman and Nick Griffin of Munro Partners on the Livewire series Buy Hold Sell to comment on six disruptive companies and their future … Read More

Are Disney and VW disrupting themselves? The Biden stimulus plan will move markets

James Lin31 Mar 2021PressLeave a Comment

The Loftus Peak Global Disruption Fund was down -0.6% net-of-fees in March, underperforming the benchmark MSCI All Countries World Index net in Australian dollars by -4.7% (it rose +4.1%). One-year net … Read More

Interest rate fears grip markets; how we manage risk and return.

James Lin27 Feb 2021PressLeave a Comment

Rates fears and market volatility Markets have been volatile as fears of rising interest rates are leading to valuation changes in bond and equity markets – US 10 year Treasuries jumped … Read More

What drove outperformance of 34% in 2020 for Loftus Peak investors

James Lin25 Feb 2021PressLeave a Comment

The Loftus Peak Global Disruption Fund was up +0.8% net-of-fees in December, outperforming the benchmark MSCI All Countries World Index net in Australian dollars by +0.7% (it rose +0.1%). One-year net … Read More

Fund outperforms by 5.0% in January; automakers coming to terms with disruption.

James Lin31 Jan 2021PressLeave a Comment

The Loftus Peak Global Disruption Fund was up +5.2% net-of-fees in January, outperforming the benchmark MSCI All Countries World Index net in Australian dollars by +5.0% (it rose +0.2%). One-year net … 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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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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