About Loftus Peak
Loftus Peak is a global fund manager with a focus on investing in listed disruptive businesses. Our extensive experience means we bring significant discipline to the process. Our portfolio, which includes large capitalisation names like Apple, Google and Alibaba, is constructed on the basis of strict criteria, giving us exposure to some of the best and fastest-growing companies in the world, at carefully determined valuations. This kind of geographical and sectoral diversification lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.
We believe self-managed super funds, and investors generally, want a professionally managed portfolio that gives them access to these important secular trends, either in a trust or through a managed account, which provides direct ownership of the shares in these profitable companies.
1. The net of fees returns presented in this graph are cumulative on A$100,000 invested in Loftus Peak Global Change Portfolio relative to the MSCI All Countries World Index (net) (as expressed in AUD from Bloomberg). Returns are calculated using the portfolio’s month end value, include the combined income and capital return and assume reinvestment of dividends.
2. Manager estimated gross- of- fees returns for Loftus Peak Global Change Portfolio. Total returns include realised and unrealised gains. Gross-of-fees performance returns are presented before management and performance fees but after all trading expenses. Past performance is not a reliable indicator of future performance and may not be achieved in the future. Each client should also take into account their own taxation situation.