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In the Media – Tony Boyd’s Opinion Piece

Emily Hempel12 Aug 2024In The Media, Press

Why I dumped my industry super fund TONY BOYD It is an awkward time to be talking about the strong performance of my self-managed super fund given the correction occurring in … Read More

New Investment Manager Assignments for Loftus Peak

James Lin04 Mar 2024In The Media, Press

To access this notice as a PDF, click here. Fund managers Loftus Peak and Orca Funds Management (Orca), have joined forces to further extend their highly performant, market-leading disruption funds to … 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

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

James Lin26 Oct 2023In The Media, 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

Loftus Peak named as a 2023 RIAA Responsible Investor

James Lin18 Sep 2023In The Media, Press, ESG

Loftus Peak has been named a Responsible Investor by the Responsible Investment Association Australasia (RIAA) in its landmark 22nd annual study launched today. This recognises our commitment to responsible investing and … Read More

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

James Lin21 Aug 2023In The Media, Press, Artificial Intelligence, Disruption

CIO Alex Pollak speaks to Livewire’s Ally Selby about Loftus Peak’s approach to investing in Artificial Intelligence and which stocks he believes will provide exposure to this disruptive technology. Plus, he … Read More

The AI Revolution – Alex Pollak on Ausbiz’s The Pulse

James Lin18 Jul 2023In The Media, Press, Artificial Intelligence

CIO Alex Pollak speaks to Ausbiz’s Danielle Ecuyer about Loftus Peak’s approach to investing in Artificial Intelligence and whether or not AI companies are overvalued, including Nvidia, AMD and Tesla. This … Read More

Meta competes with Musk’s Twitter – Alex Pollak from Loftus Peak on Sky News with Ross Greenwood

James Lin06 Jul 2023In The Media, Press

Ross Greenwood discusses the competition between Elon Musk’s Twitter and Meta’s ‘Threads’ with Alex Pollak, CIO of Loftus Peak. This video was originally published by Sky News’ from Ross Greenwood’s Business … Read More

Loftus Peak Global Disruption Active ETF receives ‘Responsible Investment Certification’ from RIAA

James Lin31 May 2023In The Media, Press, ESG

Across the month, the Loftus Peak Global Disruption Fund Active ETF has received a Responsible Investment Certification from Responsible Investment Association Australasia (RIAA). RIAA’s certification program is the leading initiative for … Read More

Loftus Peak features in AFR’s Chanticleer – AI

James Lin22 May 2023In The Media, Press, Artificial Intelligence

Source: Shutterstock Below is an extract from James Thomson’s Chanticleer article “How Sydney fundie caught AI wave” which was originally published in the Australian Financial Review on 19 May 2023. For … Read More

Loftus Peak awarded ‘Highly Commended’ at Financial Newswire’s Fund Manager of the Year Awards 2022

James Lin01 Nov 2022In The Media, Press

The Loftus Peak Global Disruption Fund was awarded “highly commended” as runner up in the highly competitive Global Equities – Large Cap category, at Financial Newswire’s Fund Manager of the Year … Read More

Financial Newswire: Loftus Peak a ‘Star Manager’

James Lin01 Jul 2022In The Media, Press

Below is Yasmine Masi’s Financial Newswire article ‘Don’t miss the forest for the trees′ which was originally published in the Financial Newswire on 30 June 2022. For the original article on … Read More

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  • Our Funds
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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.

The Research IP rating (assigned 20 November 2024) is published bResearch IP Pty Ltd (ABN 81 602 947 562, AFSL 481674,e 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 takes, 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 to your personal situation, please consult yourauthorised 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. Therating 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 ills not indicative of future performance. Research IPusually 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, t: https://research-ip.com/research/our-ratings.

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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.

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 financialand is subject to change at any time without priornotice. 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 decisionopriateness of this advice in light of their ownobjectives, 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 Assessmebsite. Past performance is not an indication offuture performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definnce 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 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.

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.