Accessing Loftus Peak’s strategy
Investors may access Loftus Peak’s global equity disruption capability in two ways:
- For all investors, the Loftus Peak Global Disruption Fund, which is a unit trust; or
- For sophisticated investors, the Loftus Peak Global Change Portfolio, which is a managed discretionary account.
While offered by way of two different legal structures, the two products are managed according to the same underlying investment objective and carry similar portfolio holdings. The main difference between the two products is that the Fund has a greater capacity to hedge market and currency exposure.
If you are uncertain as to which product is appropriate for you, we suggest you speak with your financial adviser or contact us directly at email@example.com.