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Is the AI boom real or just dot-com déjà vu? | Alex Pollak, CIO features on Marcus Today

Emily Hempel18 Jun 2026In The Media, Press

Alex Pollak recently joined Henry Jennings from Marcus Today for a wide-ranging conversation on disruption and artificial intelligence. In this episode Alex shares his thoughts on: Whether the current AI boom resembles … Read More

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

Loftus Peak named as a 2026 RIAA Responsible Investor

Emily Hempel05 Jun 2026In The Media, Press, ESG

We are pleased to share that Loftus Peak has again been recognised as a Responsible Investor 2026 by the Responsible Investment Association Australasia (RIAA). This acknowledges our commitment to responsible investment, … 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

What an AI-Powered Future Could Look Like | Alex Pollak features Equity Mates Investing Podcast

Emily Hempel31 Mar 2026In The Media, Press, Disruption

It was great to join the team at Equity Mates Media for a wide-ranging discussion on AI, markets and what the future might hold. We covered: Whether the recent ‘AI slowdown’ … 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

Anshu Sharma features on EquityMates Best of the Best Podcast

Emily Hempel18 Dec 2025In The Media, Press, Disruption

We were delighted to be guests on the Equity Mates Media Best of the Best podcast earlier this month. Our Portfolio Manager, Anshu Sharma, joined Alec Renehan to unpack the Loftus Peak investment philosophy, … Read More

‘US Tech Volatility, AI Winners & Top Stock Picks’: Alex Pollak features on EquityMates Talk Money to Me

Emily Hempel04 Dec 2025In The Media, Press

A few months back, Alex Pollak sat down with Felicity Thomas and Candice Bourke on their Equity Mates’ Talk Money to Me podcast to unpack the latest US reporting season, the … Read More

Alex Pollak features on EquityMates podcast

Emily Hempel30 Oct 2025In The Media, Press

Like to know where Loftus Peak is investing next? Alex Pollak recently sat down with Equity Mates to discuss his latest views on the state of AI, US exceptionalism and where the … Read More

AFR’s 15 Minutes with the Boss featuring Alex Pollak

Emily Hempel17 Oct 2025In The Media, Press, Disruption

Thanks to Sally Patten and the rest of the team at the AFR’s 15 Minutes with the Boss Podcast for doing a great job on this podcast. In this episode Sally … Read More

Is US exceptionalism under threat?

Emily Hempel19 Sep 2025In The Media, Press

America’s business strength is rooted in its political foundations that spring from the US constitution: free speech, free enterprise, the rule of law and democracy. It’s why 9 of the world’s … Read More

Significant Event Notice – 18 July 2025

James Lin19 Jul 2025In The Media, Press, Company News

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

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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.