ImageImage
  • Insights
  • Our Funds
    • Global Disruption Fund
    • Global Disruption Fund (Hedged)
    • Global Change Portfolio
    • Orca Global Disruption Fund
    • What’s the difference?
  • Advisers
    • Performance
    • Thematic Exposure
    • Stock Holding Report
    • Quarterly Quant Data Pack
    • How to access the Fund
    • Fund Research Ratings
    • Information and Forms Library
    • Contact us
  • Sustainability
  • About Us
  • Contact
  • Sign up
  • Invest
Sign up
Invest
Select Category
  • -- Select Category --
  • Artificial Intelligence
  • Decarbonisation
  • Disruption
  • Electrification
  • ESG
  • News about Loftus Peak
  • Semiconductors
  • Streaming
  • UpdatePlus
  • Check Unit Prices
  • Compare Products
  • Find a Form
  • View My Holdings
  • Read Latest Insights
  • Latest Distributions
  • Performance
  • Apply Now

Message Sent!.

Thank you for enquiring with Loftus Peak.

Please check your inbox. We will respond to your email shortly.

Alex Pollak speaking at Sohn Hearts & Minds 2024

EmilyHempel09 Dec 2024Disruption, News about Loftus Peak, Press

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

Eli Lilly included in Sohn Hearts and Minds portfolio

EmilyHempel03 Dec 2024Disruption, News about Loftus Peak, Press

We first saw pictures like these almost ten years ago, produced by Nvidia, the second largest company in the world today. They are not a special effect, but rather a real … Read More

July 2023 UpdatePlus

James Lin14 Aug 2023Disruption, PressLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For July, we discuss earnings numbers as cyclical headwinds become tailwinds … Read More

Dynamite Fishing: £1.5 T UK pension plans survive, luckily

James Lin26 Oct 2022Disruption, PressLeave a Comment

Dynamite fishing is a term used in angling to describe damaging behaviour that accidentally kills whatever else happens to be in the water nearby the fish that are the target. It … Read More

Disruption continues despite ‘technical recession’

James Lin17 Aug 2022Disruption, PressLeave a Comment

The recession we don’t seem to be having Source: FrankHH, Shutterstock Markets had braced for impact following the US Federal Reserve rate hikes (+2.25% so far this year) with expectations of … Read More

What happens to disruption during a recession?

James Lin03 Jul 2022Disruption, PressLeave a Comment

Hard and soft landings (recession versus not) are now the talk of the day, with a growing list of companies reporting hiring freezes and other cost controls along with lower forward … Read More

Strong earnings, weak markets

James Lin19 May 2022Disruption, PressLeave a Comment

Inflation is here and so interest and other costs will rise, which means that margins will be squeezed. Less of each dollar of revenue will go to shareholders, making returns harder … Read More

Companies spearheading disruption hit value territory

James Lin22 Apr 2022Disruption, PressLeave a Comment

Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More

Inflation is here. Set quality to max.

James Lin04 Mar 2022Disruption, PressLeave a Comment

It was a bad month for markets all around, as the US Federal Reserve finally leaned into its job – getting inflation out of the system. Its mechanism for doing this … Read More

Adviser Webinar recording “A ‘Peak’ into the Future”

James Lin04 Nov 2021Disruption, PressLeave a Comment

If you have missed out on our FASEA CPD accredited webinar – ‘Disruption: A “Peak” into the Future’ held on the 17 November (12pm Sydney time) and would like to receive … Read More

Image
For Investors
  • Explore our Funds
  • Downloads Centre
About
  • Our Team
  • Investment Philosophy
Contact
enquiry@loftuspeak.com.au
+61 2 9163 3333
Suite 304/350 George St, Sydney NSW 2000
VIEW ON MAP
Copyright © 2024 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332
  • Privacy Policy
  • Disclaimer
  • Insights
  • Our Funds
    • Global Disruption Fund
    • Global Disruption Fund (Hedged)
    • Global Change Portfolio
    • Orca Global Disruption Fund
    • What’s the difference?
  • Advisers
    • Performance
    • Thematic Exposure
    • Stock Holding Report
    • Quarterly Quant Data Pack
    • How to access the Fund
    • Fund Research Ratings
    • Information and Forms Library
    • Contact us
  • Sustainability
  • About Us
  • Contact
  • Sign up
  • Invest

Loftus Peak Global Disruption Fund Research IP Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund Research IP Report.

I would like to receive monthly performance updates from Loftus Peak

The Research IP rating (assigned 20 November 2024) is published by Research IP Pty Ltd (ABN 81 602 947 562, AFSL 481674, New Zealand FSP 710351). The rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s), using comprehensive and objective criteria, but without taking into account the objectives, financial situation or needs of any individual. The rating is not a recommendation to purchase, sell or hold the product(s) and you should seek independent financial advice before investing in this product(s). For further advice on the relevance of this rating to your personal situation, please consult your authorised financial adviser. Investors should obtain a copy of, and consider the PDS or offer document, before making any decision and refer to the full Research IP report available at https://portal.research-ip.com. The rating is subject to change without notice and Research IP assumes no obligation to update the relevant document(s) following publication. Past performance information is for illustrative purposes only and is not indicative of future performance. Research IP usually receives a distribution licensing fee from the Fund Manager for the right to publish the research report and rating. For further information regarding Research IP’s Ratings, please refer to our website at: https://research-ip.com/research/our-ratings.

Loftus Peak Global Disruption Fund Lonsec Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

To find out more information on Lonsec Research reports and ratings, please visit www.lonsec.com.au.

Complete this form to request the Loftus Peak Global Disruption Fund Lonsec Report.

I would like to receive monthly performance updates from Loftus Peak

The rating issued 04/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

Global disruption is changing the face of investment

To receive monthly performance updates and other commentary please enter your name and email address to be added to our mailing list. You can unsubscribe at any time.

Loftus Peak Global Disruption Fund Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund Zenith Report.

I would like to receive monthly performance updates from Loftus Peak

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned MMC0110AU 30/11/2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Fund SQM Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund SQM Report.

I would like to receive monthly performance updates from Loftus Peak

SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued (August 2024), however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Want to read more?

Disruption is changing the face of investment. To receive monthly performance updates and more content like this from Loftus Peak, fill in your name and email address. You can unsubscribe at any time.

Do not show again.