ImageImage
Subscribe
Login
ImageImage
Subscribe
Login
Image
  • Our Funds
    • Loftus Peak Global Disruption Active ETF
    • Loftus Peak Global Disruption Hedged Active ETF
    • Loftus Peak Global Disruption Fund (Class A)
    • Loftus Peak Global Change Portfolio
  • Insights
    • In The Media
    • UpdatePlus
  • Advisers
    • Performance
    • Thematic Exposure
    • Stock Holding Report
    • Quarterly Quant Data Pack
    • How to access the Fund
    • Fund Research Ratings
    • Information and Forms Library
    • Contact us
  • Responsible Investment
  • About Us
  • Contact
  • Downloads Centre
  • Subscribe
  • Login
Filter By Topic
  • -- All Topics --
  • In The Media
  • UpdatePlus
  • Cybersecurity
  • Artificial Intelligence
  • Decarbonisation
  • Disruption
  • Electrification
  • ESG
  • Semiconductors
  • Streaming
  • Check Unit Prices
  • Compare Products
  • Find a Form
  • View My Holdings
  • Read Latest Insights
  • Latest Distributions
  • Performance
  • Apply Now

Message Sent!.

Thank you for enquiring with Loftus Peak.

Please check your inbox. We will respond to your email shortly.

AI IPO rush meets market jitters | Alex Pollak, CIO features in SBS On the Money

Emily Hempel10 Jun 2026In The Media, Press, Artificial Intelligence

It was great to be invited by Ricardo Gonçalves to speak on SBS’s On the Money, where our Chief Investment Officer Alex Pollak discussed what the AI listing race means for … Read More

Humanoid Robots, Chinese EVs & AI | Anshu Sharma, PM features on Equity Mates Podcast

Emily Hempel03 Jun 2026In The Media, Press, Artificial Intelligence, Disruption, Electrification

Our Portfolio Manager, Anshu Sharma, joined Alec Renehan and Bryce Leske to discuss where disruption is accelerating, the framework Loftus Peak uses to separate genuine innovation from hype, and why successful … Read More

Space & AI, coming to a Public Market near you…

Emily Hempel04 May 2026Press, Artificial Intelligence

Source: ChatGPT   Until now, the largest IPO ever (by funds subscribed) was Saudi Aramco, which in 2019 raised ~US$26 billion at a valuation of US$1.7 trillion. This also made it … Read More

March 2026 Update+

Emily Hempel06 Mar 2026UpdatePlus, Press, Artificial Intelligence, Disruption

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses Nvidia’s recent earnings and the … Read More

Artificial Intelligence roils sharemarkets

Emily Hempel26 Feb 2026Press, Artificial Intelligence

“I am no longer needed for the actual technical work of my job. I describe what I want built, in plain English, and it just… appears. Not a rough draft I … Read More

Here come the Chinese robots!

Emily Hempel28 Jan 2026Press, Artificial Intelligence, Disruption, Electrification

John Deere autonomous tractor – look closely to see Portfolio Manager Anshu Sharma in the driver’s seat!   The Consumer Electronics Show (CES) – the first big technology conference every year … Read More

The US$830b IPO of Open AI; plus 2025 wrap

Emily Hempel08 Jan 2026Press, Artificial Intelligence, Disruption, Streaming

We should expect more AI TV commercials, like this one, a clip from Toys R Us. Source: Toys R Us, Sora This year was all about whether there is a bubble … Read More

Australia’s $7bn data centre | Harry Morrow features in SBS On the Money

Emily Hempel18 Dec 2025In The Media, Press, Artificial Intelligence

We were delighted to have our Senior Investment Analyst Harry Morrow interviewed by Ricardo Gonçalves on SBS’s On the Money Podcast to discuss Open AI and NextDC teaming up to build … Read More

AI and the “shock of the new”

Emily Hempel02 Dec 2025Press, Artificial Intelligence

The concerted sell-off in companies related to Artificial Intelligence (AI) over the last few weeks comes as investors question the capital spend of players such as Open AI, which as at … Read More

November 2025 Update+

Emily Hempel19 Nov 2025UpdatePlus, Press, Artificial Intelligence

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month Head of Research Raymond Tong discusses Artificial Intelligence’s (AI) … Read More

October 2025 Update+

Emily Hempel30 Oct 2025UpdatePlus, Press, Artificial Intelligence

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses OpenAI’s latest video generation model, … Read More

Nvidia points to USD3tn – 4tn AI infrastructure spend

Emily Hempel08 Sep 2025Press, Artificial Intelligence

Nvidia’s earnings print last week revealed the company grew quarterly revenue +56% YoY to USD46.7 bn and guided for next quarter to generate USD54.0 bn +/-2% in revenue (representing +54% growth … Read More

  • Page 1 of 5
  • 1
  • 2
  • 3
  • ...
  • 5
  • →
Image

For Investors


Explore our Funds

Downloads Centre

About


Our Team
Investment Philosophy

Contact


enquiry@loftuspeak.com.au

+61 2 9163 3333

Suite 304/350 George St, Sydney NSW 2000

View On Map

Follow Us

Copyright © 2026 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332
Privacy Policy   |  Disclaimer
  • Our Funds
    • Loftus Peak Global Disruption Active ETF
    • Loftus Peak Global Disruption Hedged Active ETF
    • Loftus Peak Global Disruption Fund (Class A)
    • Loftus Peak Global Change Portfolio
  • Insights
    • In The Media
    • UpdatePlus
  • Advisers
    • Performance
    • Thematic Exposure
    • Stock Holding Report
    • Quarterly Quant Data Pack
    • How to access the Fund
    • Fund Research Ratings
    • Information and Forms Library
    • Contact us
  • Responsible Investment
  • About Us
  • Contact
  • Downloads Centre
  • Subscribe
  • Login

Loftus Peak Global Disruption Active ETF

Research IP 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 Active ETF Research IP Report.

I would like to receive monthly performance updates from Loftus Peak

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.

Change. The way you should invest.

To receive monthly Fund performance updates and other commentary, please enter your name and email address. You can unsubscribe at any time.

Loftus Peak Global Disruption Active ETF

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 Active ETF Zenith Report.

I would like to receive monthly performance updates from Loftus Peak

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

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 Active ETF (MMC0110AU) Lonsec Report.

I would like to receive monthly performance updates from Loftus Peak

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 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 Active ETF SQM Report.

I would like to receive monthly performance updates from Loftus Peak

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.