Loftus Peak Global Change Portfolio (over $150,000)
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 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. 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 Fund, which carries a minimum initial investment of $5,000.
For further information about the Loftus Peak Global Change Portfolio please contact the Loftus Peak team at email@example.com.
* a person qualifying as a sophisticated investor under section 708 (10) of the Corporations Act 2001 (Cth) (Act).