Loftus Peak Global Disruption Fund (Hedged)
Fund Overview
The Loftus Peak Global Disruption Fund (Hedged) carries exposure to the same holdings as the Loftus Peak Global Disruption Fund. The main difference is that the hedged class aims to substantially hedge the foreign currency exposure arising from investments in overseas markets back to Australian dollars.
Investment Management Leadership
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Alex Pollak
CIO and Founder

With 25 years experience in disruptive business models gained during a career with Macquarie Bank, Alex is a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia.

He was instrumental in bringing both Seek and Carsales.com.au to the Australian stock market. His deep knowledge of investment and global change companies means Loftus Peak clients are ideally placed to benefit financially from the movements in technology which are daily changing the face of markets.

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Anshu Sharma
Portfolio Manager and Founder

Anshu began his career more than 15 years ago as a global investment analyst, covering companies that have now been at the forefront of disruption for over a decade. He then took on a similar role with a focus on the Asian market, gaining a unique perspective on the global scale and impact of disruptive businesses. In 2014, Anshu became one of the founding members of Loftus Peak and quickly progressed to portfolio management, assuming the role of Portfolio Manager.

At Loftus Peak, his focus has been on developing a standardised repeatable process to unearth, value, and risk-adjust portfolio positions to stay ahead of the market.

Anshu holds an M.Com from the University of New South Wales, a B.Com (Hons) from Delhi University and he holds a CIPM® certificate and a Chartered Financial Analyst® designation.

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Harry Morrow
Senior Investment Analyst

Harry joined Loftus Peak as an analyst in 2018. He is a member of the investment team, with a focus on streaming, digital advertising and health sciences. He supports the Portfolio Manager and Chief Investment Officer through thematic, industry and company analysis as well as modelling for potential and current portfolio holdings.

He has graduated from the University of Sydney with a Bachelor of Commerce, majoring in Finance and Commercial Law. Harry is a CFA Charterholder.

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Raymond Tong
Head of Research

Raymond joined Loftus Peak in March 2024 as Head of Research. Raymond has a strong background in the disruption thematic having developed and managed global disruption portfolios for Orca Funds Management and Evans and Partners Financial Group since 2017. Prior to this, Raymond was a well regarded research analyst at Goldman Sachs, covering the telecom, internet and media sectors.

Raymond has a Bachelor of Mechanical Engineering (Honours) and Commerce (Finance) from the University of Melbourne and has a Chartered Financial Analyst® designation.

Portfolio Construction
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Thematic based and index unaware
A concentrated, futured-focused portfolio
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Beneficiaries of Global Disruption
15-35 disruptive companies with proven business models challenging incumbents across all industries
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Financial Strength
Typically, holdings have large market capitalisations, strong balance sheets and cashflows
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Deep understanding of industries and companies
Thoroughly researched, sometimes over many years
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Fair value exceeds current value
Holdings included in portfolio based on tried and tested valuation methodology
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Sustainability
Environmental, Social and Governance risk formally integrated in investment process.
Research Ratings, Quantitative Ratings & Firm Awards
Research Ratings
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Quantitative Ratings
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Firm Awards
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Fund Performance

Chart

Table

Performance Summary as at 30 September 2024*

1m3m6m 1y3y p.a.5y p.a.7y p.a.Inception p.a.
(15 November 2016)
Fund (Net) 3+2.14%+2.40%+9.29%+48.55%---+27.41%
Index 4+1.84%+4.67%+8.07%+28.49%---+17.06%
Value Added (Net) 5+0.30%-2.27%+1.22%+20.06%---+10.35%

*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI

3. Net-of-fees performance 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 and reference guide.

4. The benchmark for the Fund is the MSCI All Countries World Index (net dividends reinvested) hedged to Australian dollars.

5. The Value Added is shown as the Fund (Net) minus the benchmark.

Unit Price and Distribution Summary
DateNAV Unit PriceEntry Unit PriceExit Unit Price
28/10/2024$1.6901$1.6943$1.6859
25/10/2024$1.6816$1.6858$1.6774
24/10/2024$1.6698$1.6740$1.6656
How to Access LPGDF (Hedged)

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

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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.

Contact Us

Contact Loftus Peak at:

Telephone: +61 2 9163 3333

Email: enquiry@loftuspeak.com.au

Alternatively, 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