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.

Our Performance

Performance graph Click the graph above to see our performance.

LOFTUS PEAK GLOBAL DISRUPTION FUND

Take advantage of the new low minimum investment of $5,000 by investing in the Loftus Peak Global Disruption Fund. The Fund strategy is similar to the successful Loftus Peak Global Change Portfolio. Click here to learn more.

SQM research rating document