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Has china found a way around sanctions against its semiconductor industry?
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Watch time: 4 minutes
December 2023 Returns*

Performance
(net-of-fees)
Index Alpha
(net-of-fees)
1m+3.09%+1.28%+1.82%
3m+15.33%+4.63%+10.69%
6m+13.10%+4.65%+8.45%
1y+61.19%+21.92%+39.27%
3y p.a.+10.11%+10.00%+0.11%
5y p.a.+20.45%+12.39%+8.06%
Inception p.a.+19.30%+11.94%+7.36%
Explore our Funds

Loftus Peak Global Disruption Fund
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The Loftus Peak Global Disruption Fund invests in listed disruptive businesses. The portfolio is constructed on the basis of strict criteria, to give exposure to some of the best and fastest growing companies in the world at carefully determined valuations.
Loftus Peak Global Disruption Fund (Hedged)
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The Loftus Peak Global Disruption Fund (Hedged) carries exposure to the same holdings as the Loftus Peak Global Disruption Fund. As the name suggests, the hedged class of the Fund seeks to substantially hedge the foreign currency exposure arising from investments in overseas markets back to Australian dollars.
Loftus Peak Global Change Portfolio
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Sophisticated investors may also invest by way of the Loftus Peak Global Change Portfolio which is a managed discretionary account. The Portfolio is managed according to the same underlying investment objective and carries similar portfolio holdings to the Fund. The minimum account size for investments in the Portfolio is $150,000.
Read our Investment Philosophy
Loftus Peak seeks to harvest return from global sharemarkets by focusing on understanding the change the world will go through in the next two to five years and beyond, attributing value to that change, and then discounting it back to derive a valuation in today's terms.
We seek out companies that are driving, or will be the beneficiaries of, the accelerating pace of change across all industries globally. We construct a portfolio from these companies on the basis of strict criteria at carefully determined valuations, in a process that openly acknowledges and accounts for risk.
The video below illustrates how whole industries, valued at trillions of dollars, can be upended by disruption. While detrimental to the incumbents of the industry, the new disruptive players are those that will benefit the most, and those in which we look to invest.
Firm Awards

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* Past performance is not a reliable indicator of future performance. Returns greater than one-year are annualised. Source: Loftus Peak, Bloomberg. 2 Net-of-fees performance for the Fund is based on end-of-month redemption prices after the deduction of fees and expenses and the reinvestment of all distributions. Investment return and the principal value fluctuate, so your units, when sold, may be worth more or less than the original cost. For further details, please refer to the Fund’s Product Disclosure Statement. 3 Outperformance is shown as the Loftus Peak (Net) minus the Benchmark.