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Significant Event Notice – 18 July 2025

Drew Kilpatrick19 Jul 2025Company News, News about Loftus Peak, Press

Significant Event Notice – Proposed Changes to the Name of the Fund and Investment Parameters. This notice is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831) … Read More

July 2025 Update+

Drew Kilpatrick15 Jul 2025Artificial Intelligence, Company News, Press, UpdatePlus

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak provides a summary of … Read More

What will disrupt the disruptors?

Drew Kilpatrick27 Jun 2025Artificial Intelligence, Company News, Press, UpdatePlus

Source: ChatGPT Google’s Gemini disrupting Google? A question that Loftus Peak has often been asked over the years is: can the disruptors be disrupted? There is a ready answer. The largest, … Read More

E&P’s Words on Wealth Podcast interviews Alex Pollak and Raymond Tong on ‘AI’s Expanding Reach’

Drew Kilpatrick26 Jun 2025Artificial Intelligence, Company News, Press

Loftus Peak is pleased to have been invited to speak with the team at Evans and Partners on their Words on Wealth Podcast. The theme of this episode is ‘Words on … Read More

‘Beating the market in a time of hyper-disruption’: Alex Pollak features on EquityMates Basis Points

Drew Kilpatrick25 Jun 2025Company News, Disruption, News about Loftus Peak, Press

Loftus Peak is pleased to have been invited to speak with the team at the EquityMates’ Basis Points Podcast. The theme of this episode is investing in ‘Beating the market in … Read More

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  • Insights
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    • Global Disruption Active ETF
    • Global Disruption Fund (Hedged)
    • Global Change Portfolio
    • Orca Global Disruption Fund
    • What’s the difference?
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    • Thematic Exposure
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    • Fund Research Ratings
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Loftus Peak Global Disruption Active ETF SQM Report

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SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued (August 2024), however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Loftus Peak Global Disruption Active ETF

Zenith Report

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU assigned 28/11/2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Active ETF

Lonsec Report

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To find out more information on Lonsec Research reports and ratings, please visit www.lonsec.com.au.

Complete this form to request the Loftus Peak Global Disruption Active ETF (MMC0110AU) Lonsec Report.

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Rating and logo published on 04/2025 for MMC0110AU are issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only. Ratings and logos are general advice only and have been prepared without taking account of investor objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating and/or logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings and logos are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for further information and to access the full report. © 2025 Lonsec Research. All rights reserved.

Loftus Peak Global Disruption Active ETF

Research IP Report

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The Research IP rating (assigned 20 November 2024) is published by Research IP Pty Ltd (ABN 81 602 947 562, AFSL 481674, New Zealand FSP 710351). The rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s), using comprehensive and objective criteria, but without taking into account the objectives, financial situation or needs of any individual. The rating is not a recommendation to purchase, sell or hold the product(s) and you should seek independent financial advice before investing in this product(s). For further advice on the relevance of this rating to your personal situation, please consult your authorised financial adviser. Investors should obtain a copy of, and consider the PDS or offer document, before making any decision and refer to the full Research IP report available at https://portal.research-ip.com. The rating is subject to change without notice and Research IP assumes no obligation to update the relevant document(s) following publication. Past performance information is for illustrative purposes only and is not indicative of future performance. Research IP usually receives a distribution licensing fee from the Fund Manager for the right to publish the research report and rating. For further information regarding Research IP’s Ratings, please refer to our website at: https://research-ip.com/research/our-ratings.

Global disruption is changing the face of investment

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