Loftus Peak Global Disruption Fund (Hedged) Performance and Newsletters

The net of fees returns presented in this graph are cumulative on A$100,000 invested in Loftus Peak Global Disruption Fund (Hedged) relative to the MSCI All Countries World Index (net dividends reinvested) hedged to Australian dollars.

Performance Summary as at 30 April 2024*

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1m3m6m 1y3y p.a.5y p.a.7y p.a.Inception p.a.
(15 November 2016)
Fund (Net) 3-4.80%+3.82%+32.16%+42.50%---+24.87%
Index 4-2.76%+5.06%+18.98%+17.97%---+14.54%
Value Added (Net) 5-2.04%-1.24%+13.17%+24.53%---+10.32%

*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI

1. Net-of-fees performance for the Fund is based on end-of-month unit 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.

2. The benchmark for the Fund is the MSCI All Countries World Index (net dividends reinvested) hedged to Australian dollars.

3. The Value Added is shown as the Fund (Net) minus the benchmark.