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August 2024 Update+

Emily Hempel16 Sep 2024UpdatePlus, Press, Artificial Intelligence

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, Investment Analyst Tom Keir discusses how the market’s understanding … Read More

What drove +41.4% net-of-fees return for the financial year to June 30 2024?

Emily Hempel02 Aug 2024Press, Artificial Intelligence, Electrification, Semiconductors

For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.

AI: The A stands for Apple

James Lin01 Jul 2024Press, Artificial Intelligence, Semiconductors

Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT … Read More

May 2024 Update+

Emily Hempel21 Jun 2024UpdatePlus, Press, Artificial Intelligence

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness … Read More

The chips running AI on your device

Emily Hempel30 May 2024Press, Artificial Intelligence, Semiconductors

It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) … Read More

Are we there yet? When a great company isn’t a great investment

James Lin16 May 2024Press, Artificial Intelligence, Semiconductors

How much further will the companies underpinning the application of artificial intelligence rise? Nvidia‘s rocketing share price has a sound basis – the company more than doubled sales to US$61b in … Read More

Is it too late to invest in AI?

James Lin03 Apr 2024Press, Artificial Intelligence

With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of … Read More

Nvidia’s AI world awaits

James Lin19 Mar 2024Press, Artificial Intelligence, Semiconductors

Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More

February 2024 Update+

James Lin19 Mar 2024UpdatePlus, Press, Artificial Intelligence, Semiconductors

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More

Separating fact from FICTA

James Lin16 Feb 2024Press, Artificial Intelligence

The Artificial intelligence fire that was ignited in 2023 rages on in the new year. Meta has announced the purchase of 350,000 Nvidia H100s, currently the world’s most advanced Graphics Processing Unit … Read More

Loftus Peak features in AFR’s ‘Best funds of 2023’

James Lin01 Feb 2024Press, Artificial Intelligence, Disruption

Below is an extract from Joshua Peach’s article “Best funds of 2023 stick with bitcoin, big tech bets” which was originally published in the Australian Financial Review on 19 January 2024. … Read More

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

James Lin30 Nov 2023In The Media, Press, Artificial Intelligence, Disruption

AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference and explore this important theme in front of the the … Read More

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  • Our Funds
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Loftus Peak Global Disruption Fund (Class A)

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 Class A Fund Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (PIM4432AU assigned 27 Nov 2025) 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 Hedged Active ETF (ASX: LPHD)

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 Hedged Active ETF (ASX: LPHD) Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ETL9930AU and LPHD assigned 27 Nov 2025) 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 Active ETF (ASX: LPGD)

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 (ASX: LPGD) Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU and LPGD assigned 27 Nov 2025) 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.

Rating and logo published on 03/2026 for MMC0110AU 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. © 2026 Lonsec Research. All rights reserved.

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 SQM Report for the Loftus Peak Global Disruption Active ETF (ASX: LPGD) or the Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD)

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.