About Loftus Peak
Founded in 2014, 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.
Fund now Available on ASX (Code: LPGD)
The Loftus Peak Global Disruption Fund is now available to investors on the ASX as an active Exchange Traded Managed Fund (“active ETF”).
Read more about this exciting development here.
What We Are Saying
Performance (at 31 January 2021) 1 , 2
| Period | Investment Return | Out (Under) Performance |
|---|---|---|
| 1 Year | +37.50% | +34.97% |
| 3 Year p.a. | +23.29% | +13.49% |
| 5 Year p.a. | +24.33% | +12.50% |
| Inception p.a. (30 June 2014) | +22.00% | +10.10% |
- The Loftus Peak Global Change Portfolio is designed for Wholesale or Sophisticated Investors as defined by the Corporations Act. Loftus Peak is also the investment manager of the Loftus Peak global Disruption Fund, designed for retail investors and with a $5,000 minimum investment, Equity Trustees Limited is the responsible entity of the Fund. While offered by way of different legal structures, the two products are managed according to the same underlying investment objective.
- 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.
- Manager estimated net- of- fees returns for Loftus Peak Global Change Portfolio. Total returns include realised and unrealised gains. Net-of-fees performance returns are presented after management fees, performance fees and 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. Out (under) performance refers to the performance of the Loftus Peak Global Change Portfolio relative to the MSCI All Countries World Index (net) (as expressed in AUD from Bloomberg).