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Responsible Investment update: reducing the world’s carbon footprint

19 May 2022

Elaine ZhangPress, Uncategorized

An important part of Loftus Peak’s Responsible Investment Policy – and the group’s investment philosophy since inception – is the belief that the world will move away from energy generated by … Read More

Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix

26 Apr 2022

Elaine ZhangPress

Below is Ticky Fullerton’s article ‘Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix′ which was originally published in The Australian Business Review on 22 April 2022. For the … Read More

Companies spearheading disruption hit value territory; plus Geopolitics Matters

22 Apr 2022

Elaine ZhangFeatured, Press

Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More

Portfolio positioning in a time of uncertainty

21 Mar 2022

Elaine ZhangFeatured, Press

Russia and Ukraine, Inflation – Quality is the way through this period

Inflation is here. Set quality to max.

04 Mar 2022

Elaine ZhangPress, Uncategorized

The response to inflation? Dial up the quality

Loftus Peak Global Disruption Fund on AMM platform

01 Mar 2022

Elaine ZhangPress, Uncategorized

AMM is proud to announce the addition of the Loftus Peak Global Disruption Fund on our Direct Investing Marketplace. The Fund which was launched in November 2016 invests in a concentrated … Read More

The disruption strategy that outgrew Tesla

16 Feb 2022

Elaine ZhangPress, Uncategorized

Thank you AFR for interviewing our CIO Alex Pollak and Portfolio Manager Anshu Sharma. We remain confident in the Fund’s exposures to companies underpinning disruptive change and fact-based valuation.

Disruption: Would you like chips with that?

25 Jan 2022

Elaine ZhangPress, Uncategorized

Semiconductors continue their run

Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022

29 Dec 2021

Elaine ZhangFeatured, Press

We are delighted to be included by Tony Featherstone in this AFR piece on 2022 disruptive trends you need to know about

Qualcomm shoots the lights out in November; the investment process that got us here

29 Dec 2021

Elaine ZhangFeatured, Press

Fund jumps 9.9% net-of-fees in November; plus year-to-date investment review

De-carbonisation: it’s on

19 Nov 2021

Elaine ZhangPress, Uncategorized

Energy companies globally are racing to develop alternative clean sources of power

Adviser Webinar recording “A ‘Peak’ into the Future”

04 Nov 2021

Elaine ZhangPress

Please join our CIO Alex Pollak and Portfolio Manager Anshu Sharma for a session aimed at answering the big questions around our investment approach.

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Copyright © 2014 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332 | Privacy Policy

Copyright © 2014 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332 | Privacy Policy

  • Home
  • Insights
  • Downloads
  • Investors
    • Global Disruption Fund
    • Global Change Portfolio
    • What’s the difference?
  • About Us
    • Team
    • Advisory Board
    • Investment Philosophy
    • Responsible Investment
  • Contact Us
  • Sign up to Our Mailing List
  • Invest Online

Loftus Peak Global Disruption Fund SQM Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund SQM Report.

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. 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. The rating may be subject to change at any time. 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 Fund Lonsec Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund Lonsec Report.

The rating issued 03/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.



 

Loftus Peak Global Disruption Fund Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Fund Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned MMC0110AU 24/11/2020) 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.