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What Amazon’s purchase of Wholefoods in the US really means for Coles and Woolworths

James Lin20 Jun 2017PressLeave a Comment

Amazon on Friday announced the US $14b acquisition of Wholefoods in the US, which has correctly been understood by the Australian market as a reason for the share prices of Coles … Read More

Crunch time for Australian bank investors?

James Lin05 Jun 2017PressLeave a Comment

Read the piece as written by Phil Baker in the AFR on 6 May 2017 here OR read the original written by Alex Pollak below Fund managers are closing shop (Altair), calling the … Read More

What Amazon really means for Australian retail stocks

James Lin19 May 2017PressLeave a Comment

[vimeo 218749043]

We need to talk about Snapchat

James Lin16 May 2017PressLeave a Comment

By Alex Pollak – Chief investment officer – Loftus Peak What next for Snapchat? After a disastrous earnings call, the stock fell 25% and came within 25c of breaching its issue … Read More

Knowledge networks, and how they work

James Lin27 Apr 2017PressLeave a Comment

By Anshu Sharma, Portfolio Manager and Analyst, and Alex Pollak, Loftus Peak. Apple jumped around 4% on the back of above-market quarterly revenue numbers and a stock repurchase which over time … Read More

Amazon brings its “Flywheel” to Australia

James Lin18 Apr 2017PressLeave a Comment

By Alex Pollak, Chief Investment Officer, Loftus Peak Amazon in the past 24 hours has confirmed it will launch a full scale retail offering in Australia – it is now calling … Read More

The bull case for Tesla

James Lin03 Apr 2017PressLeave a Comment

Tesla blew through car production expectations this quarter – it had made just over 25,000 vehicles by 31 March – putting it on track to make 500,000 cars by 2018, according … Read More

PSD2 – the slow burn on bank valuations

James Lin27 Mar 2017PressLeave a Comment

Not really discussed in all the coverage on fintech in Australia is the impact of the Revised Payment Service Directive (PSD2) in the UK and Europe, forcing banks there to open their … Read More

Why the ‘technology eats jobs’ argument is wrong

James Lin09 Mar 2017PressLeave a Comment

Adrian Turner nailed it yesterday at the AFR Summit, saying that 40 per cent of Australia’s jobs will disappear in 10 years. “The fourth industrial revolution is under way and the … Read More

Global managers – looking for love in all the wrong places

James Lin16 Feb 2017PressLeave a Comment

If you were to look quickly, the ups and downs of reporting season would suggest that things are pretty much the same, or even slightly better. This isn’t so. Telstra has … Read More

Apple rallies as the story fades

James Lin09 Feb 2017PressLeave a Comment

The Apple price has popped almost 39% in the past year, including 10% in the days around the result a couple of weeks ago. This has less to do with the … Read More

Can Trump Disrupt Disruption?

James Lin10 Nov 2016PressLeave a Comment

Markets rallied on the back of the Trump victory, and probably correctly in the near term as the US will almost certainly commit to a series of expensive infrastructure projects to … Read More

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Loftus Peak Global Disruption Active ETF SQM Report

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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.

Loftus Peak Global Disruption Active ETF

Zenith Report

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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

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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.

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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

Research IP Report

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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.

Global disruption is changing the face of investment

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