Accessing Loftus Peak's strategy
All investors, both retail and sophisticated*, may access Loftus Peak's global equity disruption capability by investing in the Loftus Peak Global Disruption Fund (LPGDF) or the Loftus Peak Global Disruption Fund (Hedged) (LPGDH), which are unit trusts. 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.
The Loftus Peak Global Disruption Fund may be purchased through your stockbroker on the ASX as an active ETF, in addition to making applications to the Fund's administrator. The Loftus Peak Global Disruption Fund (Hedged) is not available on the ASX at this stage.
Sophisticated investors may also invest by way of the Loftus Peak Global Change Portfolio (LPGCP) which is a managed discretionary account. The minimum account size for investments in the Portfolio is $150,000.
While offered by way of a different legal structure, the Loftus Peak Global Change Portfolio is managed according to the same underlying investment objective and carries similar portfolio holdings to the Loftus Peak Global Disruption Fund. The main difference between the two products is that the Fund has greater capacity to actively hedge market and currency exposure. Also Portfolio account holders may carry different holding weights to Loftus Peaks' model as a result of rounding of share numbers, particularly for relatively small account sizes.
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 firstname.lastname@example.org.
* a person qualifying as a sophisticated investor under section 708 (10) of the Corporations Act 2001 (Cth) (Act).
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