The Loftus Peak Global Change Model Portfolio (the Portfolio) is a Managed Discretionary Account (known as Separately Managed Account) designed for Wholesale or Sophisticated investors*.
The Portfolio is available on the Masons Stevens platform. All applications should be made directly with Mason Stevens using the relevant forms held on their website which you can access by clicking here.
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 Active ETF. 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. This investment strategy is also available to retail investors. If you are a retail investor or adviser, please click here to see the Loftus Peak Global Disruption Active ETF, which carries a minimum initial investment of $5,000.
Table
Chart
Performance Summary as at 28 February 2026*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | 10y p.a. | Inception p.a. | |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio (net-of-fees) | -3.93% | -8.79% | -5.51% | +1.59% | +25.71% | +12.41% | +16.71% | +17.81% | +17.28% |
| Benchmark | -0.76% | -2.99% | +2.68% | +8.31% | +18.63% | +13.56% | +12.98% | +13.02% | +12.64% |
| Outperformance (net-of-fees) | -3.16% | -5.80% | -8.19% | -6.72% | +7.08% | -1.15% | +3.73% | +4.78% | +4.64% |
*Manager estimated returns. The Portfolio Benchmark is the MSCI All Countries World Index (net) (as expressed in AUD from Bloomberg). Portfolio Inception date is 30/06/14. All returns are shown to two decimal places. Returns for the periods more than one year are annualised. Total returns include realised and unrealised gains. Valuations are computed and performance reported in Australian dollars. Net-of-fees performance returns are presented after management and performance fees. Returns are based on the theoretical performance of a portfolio which implemented the Model Portfolio based on simplifying assumptions and stock weightings. Actual individual returns of each client’s portfolio will differ depending on factors such as date of initial investment, timing of transactions, contributions and withdrawals, fees and any customisations. Past performance is not a reliable indicator of future performance and may not be achieved in the future. Each client should also take into account their own taxation situations. All information provided in this Report is correct as at the date of this Report.
This product is ‘dual access’—that is where investors have a choice to either buy and sell units on the Australian Securities Exchange using the ASX code LPGD, or to invest and redeem units directly with our administrator.
To buy or sell units with the Fund's Administrator:
- 1Read the Product Disclosure Statement and Target Market Determination
- 2Complete the application form online through Connexian or download the hard copy Application Form.
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If you are making a hard copy application, send the application form to Apex Fund Services:
Apex Fund Services - Unit Registry
GPO Box 143
Sydney NSW 2001
If the form isn't loading correctly, click here to go directly to the application form.
Make Regular Payments with BPAY®
Loftus Peak accepts initial direct investments from individuals with a minimum amount of $5,000.
Additional investments into the Fund can also be made via BPAY®. To facilitate the use of this service you will need to enter the Loftus Peak BPAY® Biller Code 349845 along with your unique Customer Reference Number (CRN) which can be found when you log into your Investor Login.
Your individual CRN will be generated after your initial application to allow you to make additional investments by using BPAY®. BPAY® cannot be used for initial investments. When making the payment via BPAY®, you do not need to complete an additional investment form.
BPAY® is only available when purchasing units by way of Fund's Registry, Apex Fund Services (previously named Mainstream Fund Services) and is not available when purchasing units on the ASX.