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Loftus Peak Global Change Portfolio Performance

James Lin10 Sep 2016UncategorizedLeave a Comment

Performance Summary as at 30 November 2016^ *The Portfolio Benchmark is the MSCI ACWI (net) (as expressed in AUD from Bloomberg). Returns for the periods more than one year are annualised. … Read More

Why long-term success is being held hostage to short-term thinking in our companies | AFR

James Lin12 Feb 2016UncategorizedLeave a Comment

From AFR Boss Magazine (by Alex Pollak) Senior executives, big fund managers and asset consultants have a problem: they know that too much money is concentrated in too few companies. They … Read More

Here are all the things you are not being told

James Lin18 Aug 2015UncategorizedLeave a Comment

Chapter 2 of Retirement, investment and Blue-chips: What you really must understand Here are all the things you are not being told Invest a million dollars. Borrow $750,000. Salary sacrifice. Get a … Read More

Retirement, investment and blue-chips – Chapter 3: The arc of disruption and what it means for investment

James Lin10 Aug 2015UncategorizedLeave a Comment

Retirement, investment and blue-chips – What you really must understand It wasn’t that long ago that mobile phones or even the internet didn’t exist. It and wasn’t that long ago that … Read More

Hear Alex Pollak Speak On Investing In Global Disruption

James Lin23 Mar 2015UncategorizedLeave a Comment

We understand how difficult it can be navigating through the minefield of global investment. Come and listen to Alex Pollak, an expert in the field, at a sandwich lunch or seminar in Sydney and … Read More

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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.

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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

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.