Advisers
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Loftus Peak Global Disruption Active ETF
Loftus Peak Global Disruption Hedged Active ETF
Loftus Peak Global Disruption Fund (Class A)
Performance Summary as at 31 December 2025*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (15 November 2016) | |
|---|---|---|---|---|---|---|---|---|
| Fund (net-of-fees) | -1.08% | -0.90% | +2.96% | +10.54% | +36.14% | +15.89% | +21.77% | +20.55% |
| Benchmark | -0.79% | +2.47% | +9.52% | +13.41% | +21.53% | +14.41% | +14.88% | +13.88% |
| Outperformance (net-of-fees) | -0.29% | -3.37% | -6.55% | -2.87% | +14.61% | +1.48% | +6.89% | +6.67% |
Source: Loftus Peak, Bloomberg. Net-of-fees performance for the Loftus Peak Global Disruption Active ETF 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. The benchmark for the Fund is the MSCI All Countries World Index (net) as expressed in AUD from Bloomberg. Past performance is not a reliable indicator of future performance. Returns greater than one-year are annualised.
Performance Summary as at 31 December 2025*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (1 July 2022) | |
|---|---|---|---|---|---|---|---|---|
| Fund (net-of-fees) | +0.45% | -0.66% | +4.40% | +17.29% | +31.37% | - | - | +23.20% |
| Benchmark | +0.76% | +3.65% | +11.89% | +19.68% | +19.71% | - | - | +16.88% |
| Outperformance (net-of-fees) | -0.30% | -4.31% | -7.49% | -2.39% | +11.66% | - | - | +6.32% |
Source: Loftus Peak, MSCI. Net-of-fees performance for the Loftus Peak Global Disruption Hedged Active ETF 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. The benchmark for the Fund is the MSCI All Countries World Index (net dividends reinvested) hedged to Australian dollars. Past performance is not a reliable indicator of future performance. Returns greater than one-year are annualised.
Performance Summary as at 31 December 2025*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (25 July 2017) | ||
|---|---|---|---|---|---|---|---|---|---|
| Fund (net-of-fees) | -1.06% | -1.03% | +3.01% | +11.14% | +37.14% | +10.76% | +16.84% | +16.13% | |
| Benchmark | -0.63% | +2.66% | +9.25% | +13.59% | +21.66% | +14.48% | +14.93% | +13.60% | |
| Outperformance (net-of-fees) | -0.43% | -3.69% | -6.24% | -2.44% | +15.48% | -3.72% | +1.91% | +2.53% | |
Source: Loftus Peak, MSCI. Past performance is not a reliable indicator of future performance. Returns greater than one-year are annualised. Net-of-fees performance for the Fund 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, Information Booklet and Target Market Determination. The data source for the Fund's benchmark was changed from Bloomberg to MSCI effective 29 February 2024. All data prior to this date remains unchanged. Loftus Peak Pty Limited replaced Orca Funds Management as the Investment Manager of the Fund on 1 March 2024.
Fund Unit Prices & Distribution Summary
- AI and Data Infrastructure 30%
- Cloud and Software 20%
- Platforms and Ecommerce 14%
- Digital Media 13%
- Internet of Things and Robotics 13%
- New Energy 7%
- Health and Life Sciences 3%
- Cash Exposure 1%
Holdings:
Holdings:
Holdings:
Holdings:
Weight Alphabetical
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Advanced Micro Devices
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Adyen
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Amazon
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Applied Materials
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Arista Networks
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Broadcom
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
BYD
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
CATL
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Datadog
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Eli Lilly
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Instacart
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Marvell Technology
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
MediaTek
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
MercadoLibre
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Meta
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Microsoft
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Netflix
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Nutanix
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
NVIDIA
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Qualcomm
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Roku
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Samsara
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Samsung
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Seagate Technology
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
ServiceNow
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Taiwan Semiconductor Manufacturing Company
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Tencent
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Uber
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Xiaomi
Primary Investment Driver
Loftus Peak Thematic(s)
Market Capitalisation (USDm)
Date of Initial Investment
Loftus Peak Global Disruption Active ETF
Loftus Peak Global Disruption Fund Hedged Active ETF
Loftus Peak Global Disruption Fund (Class A)
Loftus Peak Global Disruption Active ETF
Loftus Peak Global Disruption Fund Hedged Active ETF
Loftus Peak Global Disruption Fund (Class A)
Contact Us
Larry is responsible for the distribution of Loftus Peak’s newly introduced active ETF and helping to develop the firm’s sales and marketing strategy for intermediary and retail clients. With over 20 years’ experience in sales and marketing across several industries, Larry has a strong background in business development. In his previous role, he was responsible for servicing wealth managers within stockbroking firms and financial advisory groups across Australia, including most recently, responsibility for a range of disruption funds.
Pierre has over 25 years’ experience in the financial services industry, having held a range of senior roles in financial advice, accounting and superannuation at organisations, including Aon, NAB/MLC and CountPlus. As an authorised representative of Loftus Peak, Pierre’s main focus is taking the firm's capability to market and ensuring that advisors and their clients are able to invest with Loftus Peak across multiple platforms. Pierre has a Masters in Business (advanced) from Adelaide University, is a Fellow of CPA Australia, is a Certified Financial Planner and a Graduate of the Australian Institute of Company Directors. Pierre also holds a Bachelor of Business, Certificate IV in Financial Services (Finance/Mortgage Broking) and a Diploma in Financial Planning, from Financial Planning Association.
Charles has an extensive background in the financial services industry, specialising in both platform and investment fund distribution, working closely with Australian Financial Service Licence holders and adviser groups. He has experience in both retail and institutional roles. Charles has held senior positions with AMP, Westpac subsidiaries Securitor and Asgard, ING, Rothschild, BT and in the wealth and licensee divisions of IOOF / ANZ. He holds a Bachelor of Business (Banking & Finance) from Monash University, Associate Diploma of Business (PIR) from the University of SA, Certificate IV Financial Services (Finance/Mortgage Broking) and has commenced an MBA at Charles Sturt University.
