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FAANGM-mania, or are there good reasons for these high prices?

30 Oct 2020

Elaine ZhangPress

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records

Rethinking portfolio construction – Interview with the AFR

15 Sep 2020

Elaine ZhangPress

Viewing disruption as a core portfolio theme; and avoiding index funds that do not include emerging disruption stars

Is there still value in Apple and Amazon after the recent rally? Bloomberg asks

11 Sep 2020

Elaine ZhangPress

Loftus Peak CIO Alex Pollak discusses with Jackie Edwards the recent run up in share prices and why there is still further to go in many of the Fund’s holdings.

Loftus Peak featured in FPA’s Money and Life Magazine August issue

28 Aug 2020

Elaine ZhangPress

Alex Pollak, CIO Loftus Peak, discusses the strong performance of disruptive companies during COVID-19 with Money and Life Magazine reporter Jayson Forrest.

Interview: Loftus Peak featured on Sky News Business Weekend

05 Aug 2020

Elaine ZhangPress

Loftus Peak on Sky News Business Weekend. Find out why disruption still has a long way to run.

Loftus Peak featured in the AFR: How to ride the tech ETF rocket

22 Jul 2020

Elaine ZhangPress

Disruption, and how it affects business, can’t be captured by an Index. Loftus Peak CEO Rick Steele explains how the next wave of disruption will show up in companies transforming themselves with technology.

Loftus Peak featured in the AFR: How top fundies beat the virus

20 Jul 2020

Elaine ZhangPress

Tony Boyd’s Chanticleer article in the AFR highlights commentary from Loftus Peak on how the COVID-19 pandemic has exposed holes in the traditional business model.

SQM Research upgrades rating for Loftus Peak’s Global Disruption Fund

19 Jul 2020

Elaine ZhangPress

Loftus Peak is pleased to announce that SQM Research has upgraded the rating for Loftus Peak’s Global Disruption Fund to four and a quarter stars. The Fund has re-affirmed its position … Read More

Loftus Peak a Finalist in Money Management’s Fund Manager of the Year Awards 2020

18 Jul 2020

Elaine ZhangPress

Loftus Peak credits the result to the team’s application of rigorous discipline in both the investment process and valuation of globally listed disruptive companies.

Loftus Peak on the Marcus Today Podcast – disruptive investing

04 Jun 2020

Elaine ZhangPress

How we identify and invest in disruptive companies and why we believe the pace of change will continue to accelerate

Loftus Peak speaks with Alan Kohler on the Eureka Report – COVID-19 and the acceleration of disruption

29 May 2020

Elaine ZhangPress

COVID-19 as a ‘forcing function’, the effect of ‘cloudficiation’, and how disruptive companies are performing in the current environment.

Global change – what is happening now, and what comes next?

13 May 2020

Elaine ZhangPress

While we recognise that growth is never linear, we are beginning to notice the pace of change accelerate.

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Copyright © 2014 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332 | Privacy Policy

Copyright © 2014 | Australian Financial Services Licence (AFSL): 503571 | Australian Company Number (ACN): 167 859 332 | Privacy Policy

  • Home
  • Insights
  • Downloads
  • Investors
    • Global Disruption Fund
    • Global Disruption Fund (Hedged)
    • Global Change Portfolio
    • What’s the difference?
  • About Us
    • Team
    • Advisory Board
    • Investment Philosophy
    • Responsible Investment
  • Contact Us
  • Sign up to Our Mailing List
  • Invest Online

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.

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.



 

Loftus Peak Global Disruption Fund Lonsec 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 Lonsec Report.

The rating issued 03/2021 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. © 2020 Lonsec. All rights reserved.



 

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.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned MMC0110AU 24/11/2020) 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.