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If you need any assistance, please contact one of the Loftus Peak team at enquiry@loftuspeak.com.au or alternatively, please call us on +61 2 9163 3333.
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Our Products
To invest in the Loftus Peak global disruption capability, first select the product of your choice and then follow the application process that you prefer.
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Loftus Peak Global Disruption Fund

The Loftus Peak Global Disruption Fund invests in listed disruptive businesses. The portfolio is constructed on the basis of strict criteria, to give exposure to some of the best and fastest growing companies in the world at carefully determined valuations.

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Invest Directly Invest on the ASX
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Loftus Peak Global Disruption Fund (Hedged)

The Loftus Peak Global Disruption Fund (Hedged) carries exposure to the same holdings as the Loftus Peak Global Disruption Fund. As the name suggests, the hedged class of the Fund seeks to substantially hedge the foreign currency exposure arising from investments in overseas markets back to Australian dollars.

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Loftus Peak Global Change Portfolio

Sophisticated investors may also invest by way of the Loftus Peak Global Change Portfolio which is a managed discretionary account. The Portfolio is managed according to the same underlying investment objective and carries similar portfolio holdings to the Fund. The minimum account size for investments in the Portfolio is $150,000.

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Orca Global Disruption Fund

Loftus Peak replaced Orca Funds Management as investment manager of the Fund on 1 March 2024. The Fund invests in global disruptive businesses, following the same strategy as the LoftusPeak Global Disruption Fund.

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Invest Directly

If you wish to purchase units in the Loftus Peak Global Disruption Fund as an active ETF on
the ASX, please contact your stockbroker.

To assist please use the following checklist:


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Read the Product Disclosure Statement and Target Market Determination
Product Disclosure Statement
Target Market Determination

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View the indicative Net Asset Value (iNAV)* shown below:

Indicative NAV per unit

ASX Code: LPGD

$4.5893
As at
23 May 2024 4:14:59 PM

or, view the iNAV on various data houses with associated ticker details:
Units Indicative NAV
Bloomberg LPGD AU EQUITY LPGDIV INDEX
Thomson Reuters LPGD.AX LPGDAUDINAV=SOLA
IRESS LPGD.AXW LPGDAUDINAV

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Check the current LPGD buy/sell price with your stockbroker or on your online stockbroking application.

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Buy or sell units on the ASX using ASX Code: LPGD.

There is no minimum investment amount for applications through the ASX.


Information and Forms Library
Product Disclosure Statement
Target Market Determination
Update your Details Form
Loftus Peak Global Disruption Fund Active ETF mechanics
For a full list of forms:
Downloads Centre

* An indicative NAV per Unit (“iNAV”) for the Fund will be published throughout the ASX Trading Day. The iNAV reflects the real time movements in stock markets and currencies during the ASX Trading Day and, for securities not trading during the ASX Trading Day, listed proxy instruments selected on the basis of correlations with the underlying investments. The proxies and their correlations with underlying instruments are reviewed regularly and updated as required. The iNAV represents the best estimate by the Responsible Entity (“RE”) or its appointed agents of the value per unit in the Fund throughout the trading day. The iNAV published by the Fund is indicative only and might not accurately reflect the underlying value of the Fund. The Issuer or its appointed agents gives no guarantees that the iNAV will be published continuously or that it will be up to date or free from error. To the extent permitted by law, neither the RE or its appointed agent shall be liable to any person who relies on the iNAV. 

Checklist when investing directly in the Loftus Peak Global Disruption Fund:

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Read the Product Disclosure Statement and Target Market Determination
Product Disclosure Statement
Target Market Determination

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Complete the application form online through either Connexian or Olivia123 or download the hard copy Application Form.
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Application powered by
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Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes.
Invest Now
Application powered by
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Olivia123 is a fast, simple and secure online application process for managed funds.
Hard Copy Application
If you are making a hard copy application, send the application form to Apex Fund Services:
Apex Fund Services - Unit Registry
GPO Box 143
Sydney NSW 2001

If the form isn't loading correctly, click here to go directly to the application form. Click here


Make Regular Payments with BPAY®

Loftus Peak accepts initial direct investments from individuals with a minimum amount of $5,000.

Additional investments into the Fund can also be made via BPAY®. To facilitate the use of this service you will need to enter the Loftus Peak BPAY® Biller Code 349845 along with your unique Customer Reference Number (CRN) which can be found when you log into your Investor Login.

Your individual CRN will be generated after your initial application to allow you to make additional investments by using BPAY®. BPAY® cannot be used for initial investments. When making the payment via BPAY®, you do not need to complete an additional investment form.

BPAY® is only available when purchasing units by way of Fund's Registry, Apex Fund Services (previously named Mainstream Fund Services) and is not available when purchasing units on the ASX.

Alternatively, if you have a query about an application, withdrawal, holding or distribution, contact Apex Fund Services (formerly Mainstream Funds Services), the Fund's administrator at:

Telephone: 1300 133 451

Email: loftuspeak@apexgroup.com

Checklist when investing directly in the Loftus Peak Global Disruption Fund (Hedged):

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Read the Product Disclosure Statement, Reference Guide and Target Market Determination
Product Disclosure Statement
Reference Guide
Target Market Determination

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Complete the application form online through Connexian or download the hard copy Application Form.
Invest Now
Application powered by
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Connexian is a technology platform built to make investing secure, fast and easy. Invest online in minutes.
Hard Copy Application
If you are making a hard copy application, send the application form to Apex Fund Services:
Apex Fund Services - Unit Registry
GPO Box 143
Sydney NSW 2001

If the form isn't loading correctly, click here to go directly to the application form. Click here


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