Insights

November 2024 UpdatePlus

11 Dec 2024

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Press

November 2024 UpdatePlus

11 Dec 2024
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, Investment Analyst Tom Keir runs explains Eli Lilly’s advantage ... Read More

Alex Pollak speaking at Sohn Hearts & Minds 2024

09 Dec 2024

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Disruption, News about Loftus Peak, Press

Alex Pollak speaking at Sohn Hearts & Minds 2024

09 Dec 2024
On 15th November, Chief Investment Officer Alex Pollak spoke at the Sohn Hearts and Minds event in Adelaide. The event is dedicated to funding medical research to which Hearts & Minds ... Read More

In The Media – Eleven stock tips from Sohn to get you through 2025

09 Dec 2024

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News about Loftus Peak, Press

In The Media – Eleven stock tips from Sohn to get you through 2025

09 Dec 2024
JOSHUA PEACH, JONATHAN SHAPIRO AND DANIEL ARBON Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas ... Read More
UpdatePlus
Has china found a way around sanctions against its semiconductor industry?
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Watch time: 4 minutes
Fund (Net)Index Value Added (Net)
1m+3.45%+2.71% +0.74%
3m+18.50% +13.40% +5.10%
6m+36.67% +18.65% +18.01%
1y+51.66% +26.57% +25.08%
3y p.a.+15.85% +12.64% +3.21%
5y p.a.+20.43% +12.81% +7.62%
7y p.a.+20.68% +12.77% +7.91%
Inception p.a.
+21.35%
+13.43%
+7.92%

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 Active ETF

    The Loftus Peak Global Disruption Active ETF invests in listed disruptive businesses. The portfolio is constructed on the basis of strict criteria, to give exposure to some of the best and fastest growing companies in the world at carefully determined valuations.
    Read More
    Invest Directly Invest on ASX

    Loftus Peak Global Disruption Fund (Hedged)

    The Loftus Peak Global Disruption Fund (Hedged) carries exposure to the same holdings as the Loftus Peak Global Disruption Fund. As the name suggests, the hedged class of the Fund seeks to substantially hedge the foreign currency exposure arising from investments in overseas markets back to Australian dollars.
    Read More
    Invest Directly

    Loftus Peak Global Change Portfolio

    Sophisticated investors may also invest by way of the Loftus Peak Global Change Portfolio which is a managed discretionary account. The Portfolio is managed according to the same underlying investment objective and carries similar portfolio holdings to the Fund. The minimum account size for investments in the Portfolio is $150,000.
    Read More
    Invest Directly

    Orca Global Disruption Fund

    Loftus Peak replaced Orca Funds Management as investment manager of the Fund on 1 March 2024. The Fund invests in global disruptive businesses, following the same strategy as the Loftus Peak Global Disruption Fund.
    Read More
    Invest Directly

    This product is ‘dual access’—that is where investors have a choice to either buy and sell units on the Australian Securities Exchange using the ASX code LPGD, or to invest and redeem units directly with our administrator.

    Checklist when investing directly in the Loftus Peak Global Disruption Active ETF

    Invest Now

    Application powered by

    Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes

    Invest Now

    Application powered by

    Olivia123 is a fast, simple and secure online application process for managed funds.

    Hard Copy Application

    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.

    Information and Forms Library

    Product Disclosure Statement
    Fund Target Market Determination
    Update your Details Form

    For a full list of forms:

    Downloads Centre
    • 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 Active ETF on the ASX, please contact your Stockbroker.

    To assist please use the following checklist:

    Indicative NAV per unit*

    ASX Code: LPGD

    $5.4295
    As at
    26 Dec 2024 4:14:59 PM

    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

    Product Disclosure Statement
    Fund Target Market Determination
    Update your Details Form
    Loftus Peak Global Disruption Active ETF mechanics

    For a full list of forms:

    Downloads Centre

    Checklist when investing directly in the Loftus Peak Global Disruption Fund (Hedged):

    Invest Now

    Application powered by

    Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes

    Hard Copy Application

    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.

    Information and Forms Library

    Product Disclosure Statement
    Reference Guide
    Fund Target Market Determination
    Product Disclosure Statement(NZ)
    Update your Details Form

    For a full list of forms:

    Download Centre

    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

    Latest Portfolio Update
    Monthly Updates and Performance
    Investment Mandate
    Learn More About Us
    Learn More About Us
    Investment Philosophy
    Loftus Peak seeks to harvest return from global sharemarkets by focusing on understanding the change the world will go through in the next two to five years and beyond, attributing value to that change, and then discounting it back to derive a valuation in today's terms.
    We seek out companies that are driving, or will be the beneficiaries of, the accelerating pace of change across all industries globally. We construct a portfolio from these companies on the basis of strict criteria at carefully determined valuations, in a process that openly acknowledges and accounts for risk.
    The video below illustrates how whole industries, valued at trillions of dollars, can be upended by disruption. While detrimental to the incumbents of the industry, the new disruptive players are those that will benefit the most, and those in which we look to invest.
    Investment Team
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    Alex Pollak

    CIO and Founder

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    Anshu Sharma

    Portfolio Manager and Founder

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    Harry Morrow

    Senior Investment Analyst

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    Tom Gilbertson

    Investment Analyst

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    Stuart Kennedy

    Investment Analyst

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    Tom Keir

    Investment Analyst

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    Raymond Tong

    Head of Research

    Expert Investment Advisory Panel
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    Rob Forage

    Life Sciences Expert

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    Els Termaat

    ESG Expert

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    Paul Davis

    Research Advisor

    Sales Team
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    Pierre Kraft

    General Manager - Sales and Distribution

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    Larry Achike

    Head of Distribution

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    Charles Badger

    Head of Sales and Key Accounts

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    Cara Christie

    Media Design

    Business Team
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    Rick Steele

    CEO

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    Gary Cullen

    COO

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    Emily Hempel

    Senior Operations Analyst

    Advisory Board
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    Andre Morony

    Advisory Board Member

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    Stephen Menzies

    Advisory Board Member

    Firm Awards
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    * Past performance is not a reliable indicator of future performance. Returns greater than one-year are annualised. Source: Loftus Peak, Bloomberg. 2 Net-of-fees performance for the Fund is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Investment return and the principal value fluctuate, so your units, when sold, may be worth more or less than the original cost. For further details, please refer to the Fund’s Product Disclosure Statement. 3 Outperformance is shown as the Loftus Peak (Net) minus the Benchmark.
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    * Past performance is not a reliable indicator of future performance. Returns greater than one-year are annualised. Source: Loftus Peak, Bloomberg. 2 Net-of-fees performance for the Fund is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Investment return and the principal value fluctuate, so your units, when sold, may be worth more or less than the original cost. For further details, please refer to the Fund’s Product Disclosure Statement. 3 Outperformance is shown as the Loftus Peak (Net) minus the Benchmark.