With 25 years’ experience in disruptive business models gained during a career with Macquarie Bank, Alex heads one of the best-performing teams in global investment management in Australia.
He has a deep understanding of the mechanisms through which disruption changes business models and the impact it has on company valuation, with an acknowledged record of identifying thematics early in the investment cycle.
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.
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.
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.
Chart
Table
Performance Summary as at 30 November 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) |
|
|---|---|---|---|---|---|---|---|---|
| Fund (Net) 3 | +3.30% | +5.09% | +11.68% | +35.67% | - | - | - | +26.79% |
| Index 4 | +4.11% | +4.80% | +10.37% | +26.31% | - | - | - | +17.18% |
| Value Added (Net) 5 | -0.82% | +0.29% | +1.31% | +9.36% | - | - | - | +9.61% |
*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.
| Date | NAV Unit Price | Entry Unit Price | Exit Unit Price |
|---|---|---|---|
| 18/12/2024 | $1.7111 | $1.7154 | $1.7068 |
| 17/12/2024 | $1.7626 | $1.7670 | $1.7582 |
| 16/12/2024 | $1.7664 | $1.7708 | $1.7620 |
Checklist when investing directly in the Loftus Peak Global Disruption Fund (Hedged):
- 1Read the Product Disclosure Statement, Reference Guide and Fund 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.
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