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February 2024 UpdatePlus

James Lin19 Mar 2024Artificial Intelligence, Press, Semiconductors, UpdatePlusLeave a Comment

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

New Investment Manager Assignments for Loftus Peak

James Lin04 Mar 2024News about Loftus Peak, PressLeave a Comment

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

January 2024 UpdatePlus

James Lin16 Feb 2024Press, UpdatePlusLeave a Comment

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

Separating fact from FICTA

James Lin16 Feb 2024Artificial Intelligence, PressLeave a Comment

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 2024Artificial Intelligence, Disruption, PressLeave a Comment

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

December 2023 UpdatePlus

James Lin16 Jan 2024Disruption, Press, UpdatePlusLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For December, Portfolio Manager Anshu Sharma gives us the panoramic view … Read More

Was 2023 the year of the Magnificent Seven?

James Lin03 Jan 2024Disruption, Press, Semiconductors, StreamingLeave a Comment

As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More

November 2023 UpdatePlus

James Lin15 Dec 2023Press, Streaming, UpdatePlusLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, we discuss cord cutting – what it is and … Read More

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

James Lin30 Nov 2023Artificial Intelligence, Disruption, News about Loftus Peak, PressLeave a Comment

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

October 2023 UpdatePlus

James Lin28 Nov 2023Press, Semiconductors, UpdatePlusLeave a Comment

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, we discuss the ARM chip and how its adoption … Read More

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

James Lin26 Oct 2023News about Loftus Peak, PressLeave a Comment

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

Geopolitical shocks keep markets on edge

James Lin26 Oct 2023Artificial Intelligence, PressLeave a Comment

  Investors could be forgiven for waiting to exhale. Bond yields are hitting multi-decade highs. The U.S. House of Representatives is speakerless. Russia has ramped up the Avdiivka assault, its largest … Read More

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Loftus Peak Global Disruption Fund 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 Fund 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.

Loftus Peak Global Disruption Fund 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 Fund Lonsec Report.

I would like to receive monthly performance updates from Loftus Peak

The rating issued 04/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

Global disruption is changing the face of investment

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Loftus Peak Global Disruption Fund 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 Fund 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 (assigned MMC0110AU 30/11/2022) 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 Fund 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 Fund 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.

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