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.
Anshu began his career as an analyst in global disruption investment more than fifteen years ago. This was soon followed by portfolio manager responsibilities across information technology and communications services sectors, before taking on the Portfolio Manager role at Loftus Peak as one of the founders of the firm in 2014.
Being mentored by the best in this space early on in his career, and having travelled extensively to meet hundreds of global companies, Anshu brings a wealth of experience to investing in disruption.
Anshu has a M.Com from University of New South Wales and a B.Com (Hons) from Delhi University and 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 31 May 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) |
|
|---|---|---|---|---|---|---|---|---|
| Fund (Net) 3 | +5.76% | +4.50% | +21.48% | +37.58% | - | - | - | +27.33% |
| Index 4 | +3.62% | +4.02% | +14.45% | +22.69% | - | - | - | +16.00% |
| Value Added (Net) 5 | +2.14% | +0.47% | +7.04% | +14.89% | - | - | - | +11.33% |
*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.
| Price Date | Buy | Sell | NAV |
|---|---|---|---|
| 30/06/2024 | $1.6886 | $1.6802 | $1.6844 |
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.
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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. Click here
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