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October 2023 UpdatePlus

EmilyHempel28 Nov 2023Press, Semiconductors, UpdatePlus

For October, we discuss the ARM chip and how its adoption will impact the broader semiconductor industry.

‘If you can do anything, embrace AI’: Graham Rich’s Portfolio Construction Forum and Loftus Peak

EmilyHempel02 Nov 2023Artificial Intelligence, Disruption, News about Loftus Peak, Press

AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference.

Loftus Peak wins ‘Best Australian Based Global Equity Manager’ at 2023 Australian Fund Manager Awards

EmilyHempel26 Oct 2023News about Loftus Peak, Press

We are delighted to announce that we have been named the ‘Best Australian Based Global Equity Manager’ at the 2023 Australian Fund Manager Awards, against a highly competitive field! We would … Read More

Geopolitical shocks keep markets on edge

EmilyHempel26 Oct 2023Artificial Intelligence, Press

Wars, embargoes, rates roil markets

September 2023 UpdatePlus

EmilyHempel17 Oct 2023Press, Semiconductors, UpdatePlus

For September, we discuss Huawei’s Kirin 9000 chip and what impact it will have on the international semiconductor industry.

Disney blinks, so you won’t have to

EmilyHempel29 Sep 2023Press, Streaming

It’s TV, but not as you know it as Disney gives in new distributors emerge.

Loftus Peak named as a 2023 RIAA Responsible Investor

EmilyHempel18 Sep 2023ESG, News about Loftus Peak, Press

Loftus Peak has been named a Responsible Investor by the Responsible Investment Association Australasia (RIAA) in its landmark 22nd annual study launched today.

August 2023 UpdatePlus

EmilyHempel15 Sep 2023Press, UpdatePlus

For August, we discuss Nvidia’s earnings call and just how significant the numbers are.

FY23 Review: Peaking rates, rising markets

EmilyHempel31 Aug 2023Artificial Intelligence, Disruption, Press, Streaming

What drove performance of +35.3% net-of-fees for fiscal year 2023?

Disruptive stocks that can continue to benefit from AI – Alex Pollak on Livewire Markets

EmilyHempel21 Aug 2023Artificial Intelligence, Disruption, News about Loftus Peak, Press

Alex Pollak speaks to Livewire’s Ally Selby about the disruptive stocks that can continue to benefit from AI.

July 2023 UpdatePlus

EmilyHempel14 Aug 2023Disruption, Press

For July, we discuss earnings numbers as cyclical headwinds become tailwinds for disruptive names.

Powerful market drivers

EmilyHempel31 Jul 2023Artificial Intelligence, Press

The network principle behind Zuck’s Twitter stab; Staring down Powell – Microsoft announces AI pricing

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

 

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 Disruption Fund (Hedged)
    • 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

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 30/11/2022) 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.

 

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Loftus Peak Global Disruption Fund Lonsec Report

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

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 Fund Lonsec Report.

The rating issued 04/2023 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. © 2023 Lonsec. All rights reserved.



 

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.

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. 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.