Loftus Peak Global Disruption Active ETF announces 30 June 2025 distribution of 33.33 cents
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Powerful market drivers

James Lin31 Jul 2023Artificial Intelligence, PressLeave a Comment

Source: Shutterstock Powerful forces are at work. The US Federal Reserve is losing the argument for higher interest rates following six months of better inflation data. Artificial intelligence companies have captured … Read More

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

James Lin18 Jul 2023Artificial Intelligence, News about Loftus Peak, PressLeave a Comment

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

June 2023 Update+

James Lin14 Jul 2023Artificial Intelligence, 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 June, we discuss comments from Oracle founder Larry Ellison about … Read More

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

James Lin06 Jul 2023News about Loftus Peak, PressLeave a Comment

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

AI returns continue to roll

James Lin27 Jun 2023Artificial Intelligence, Disruption, PressLeave a Comment

Source: Adobe In the past month, Investor intuition has become highly attuned to the criticality of semiconductors. These devices underpin artificial intelligence (AI) across thousands of applications from music to missile defence. … Read More

May 2023 Update+

James Lin26 Jun 2023Artificial Intelligence, Press, Semiconductors, UpdatePlusLeave a Comment

Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For May, we discuss the rally around companies exposed to enabling … Read More

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

James Lin31 May 2023ESG, News about Loftus Peak, PressLeave a Comment

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

Electricity is the new oil

James Lin31 May 2023Electrification, PressLeave a Comment

Source: Onsemi “The United States still gets most of its energy by setting millions of tiny fires everywhere. Cars, trucks, homes and factories all burn fossil fuels in countless engines, furnaces and … Read More

Loftus Peak features in AFR’s Chanticleer – AI

James Lin22 May 2023Artificial Intelligence, News about Loftus Peak, PressLeave a Comment

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

April 2023 Update+

James Lin17 May 2023Artificial Intelligence, Press, UpdatePlusLeave a Comment

Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For April, we discuss Microsoft, Amazon and Google as the AI … Read More

Netflix rides the advertising recovery

James Lin01 May 2023Press, StreamingLeave a Comment

Source: Shutterstock   A vicious circle for traditional TV   The Netflix stock price was pummelled in early 2022 as its subscriber base decreased on a quarterly basis for the first … Read More

March 2023 Update+

James Lin18 Apr 2023Press, UpdatePlusLeave a Comment

Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For March, we discuss the turmoil in the banking sector and … 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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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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