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Explore our Funds
If you need any assistance, please contact one of the Loftus Peak team at enquiry@loftuspeak.com.au or alternatively, please call us on +61 2 9163 3333.
Loftus Peak Global Disruption Fund
Loftus Peak Global Disruption Fund (Hedged)
Loftus Peak Global Change Portfolio
Checklist when investing directly in the Loftus Peak Global Disruption Fund
- 1Read the Product Disclosure Statement and Fund Target Market Determination
- 2Complete the application form online through either Connexian or Olivia123 or download the hard copy Application Form.
Application powered by
Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes
Application powered by
Olivia123 is a fast, simple and secure online application process for managed funds.
If you are making a hard copy application, send the application form to Apex Fund Services:
Apex Fund Services - Unit Registry
GPO Box 143
Sydney NSW 2001
If the form isn't loading correctly, click here to go directly to the application form.
Make Regular Payments with BPAY®
Loftus Peak accepts initial direct investments from individuals with a minimum amount of $5,000.
Additional investments into the Fund can also be made via BPAY®. To facilitate the use of this service you will need to enter the Loftus Peak BPAY® Biller Code 349845 along with your unique Customer Reference Number (CRN) which can be found when you log into your Investor Login.
Your individual CRN will be generated after your initial application to allow you to make additional investments by using BPAY®. BPAY® cannot be used for initial investments. When making the payment via BPAY®, you do not need to complete an additional investment form.
BPAY® is only available when purchasing units by way of Fund's Registry, Apex Fund Services (previously named Mainstream Fund Services) and is not available when purchasing units on the ASX.
- 3Alternatively, if you have a query about an application, withdrawal, holding or distribution, contact Apex Fund Services (formerly Mainstream Funds Services), the Fund's administrator at:
Telephone: 1300 133 451
Email: loftuspeak@apexgroup.com
If you wish to purchase units in the Loftus Peak Global Disruption Fund as an active ETF on the ASX, please contact your Stockbroker.
To assist please use the following checklist:
- 1Read the Product Disclosure Statement and Target Market Determination
- 2View the indicative Net Asset Value (iNAV) shown below:
Indicative NAV per unit*
ASX Code: LPGD
or, view the iNAV on various data houses with associated ticker details:
| Units | Indicative Nav | |
|---|---|---|
| Bloomberg | LPGD AU EQUITY | LPGDIV INDEX |
| Thomson Reuters | LPGD.AX | LPGDAUDINAV-SOLA |
| IRESS | LPGD.AXW | LPGDAUDINAV |
- 3Check the current LPGD buy/sell price with your stockbroker or on your online stockbroking application.
- 4 Buy or sell units on the ASX using ASX Code: LPGD.
There is no minimum investment amount for applications through the ASX.
Information and Forms Library
For a full list of forms:
Downloads CentreChecklist when investing directly in the Loftus Peak Global Disruption Fund (Hedged):
- 1Read the Product Disclosure Statement, Reference Guide and Target Market Determination
- 2Complete the application form online through Connexian or download the hard copy Application Form.
Application powered by
Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes
If you are making a hard copy application, send the application form to Apex Fund Services:
Apex Fund Services - Unit Registry
GPO Box 143
Sydney NSW 2001
If the form isn't loading correctly, click here to go directly to the application form.
Loftus Peak Global Change Portfolio (over $150,000)
The Loftus Peak Global Change Model Portfolio (the Portfolio) is a Managed Discretionary Account (known as Separately Managed Account) designed for Wholesale or Sophisticated investors*.
The Portfolio is available on the Masons Stevens platform. All applications should be made directly with Mason Stevens using the relevant forms held on their website which you can access by clicking here.
While offered by way of a different legal structure, the Loftus Peak Global Change Portfolio is managed according to the same underlying investment objective and carries similar portfolio holdings to the Loftus Peak Global Disruption Fund. The main difference between the two products is that the Fund has greater capacity to actively hedge market and currency exposure. Also Portfolio account holders may carry different holding weights to Loftus Peaks' model as a result of rounding of share numbers, particularly for relatively small account sizes. This investment strategy is also available to retail investors. If you are a retail investor or adviser, please click here to see the Loftus Peak Global Disruption Fund, which carries a minimum initial investment of $5,000.
For further information about the Loftus Peak Global Change Portfolio please contact the Loftus Peak team at enquiry@loftuspeak.com.au.
a person qualifying as a sophisticated investor under section 708 (10) of the Corporations Act 2001 (Cth) (Act).
Latest Information and Key Documents
Alex Pollak
CIO and Founder
Anshu Sharma
Portfolio Manager and Founder
Harry Morrow
Senior Investment Analyst
Tom Gilbertson
Investment Analyst
Stuart Kennedy
Investment Analyst
Tom Keir
Investment Analyst
Raymond Tong
Head of Research
Rob Forage
Life Sciences Expert
Els Termaat
ESG Expert
Paul Davis
Research Advisor
Pierre Kraft
General Manager - Sales and Distribution
Larry Achike
Head of Distribution
Charles Badger
Head of Sales and Key Accounts
Cara Christie
Media Design
Rick Steele
CEO
Gary Cullen
COO
Emily Hempel
Senior Operations Analyst
Andre Morony
Advisory Board Member
Stephen Menzies
Advisory Board Member
