With 25 years experience in disruptive business models gained during a career with Macquarie Bank, Alex is a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia.
He was instrumental in bringing both Seek and Carsales.com.au to the Australian stock market. His deep knowledge of investment and global change companies means Loftus Peak clients are ideally placed to benefit financially from the movements in technology which are daily changing the face of markets.
Anshu began his career as an analyst in global disruption investment more than fifteen years ago. This was soon followed by portfolio manager responsibilities across information technology and communications services sectors, before taking on the Portfolio Manager role at Loftus Peak as one of the founders of the firm in 2014.
Being mentored by the best in this space early on in his career, and having travelled extensively to meet hundreds of global companies, Anshu brings a wealth of experience to investing in disruption.
Anshu has a M.Com from University of New South Wales and a B.Com (Hons) from Delhi University and holds a CIPM® certificate and a Chartered Financial Analyst® designation.
Harry joined Loftus Peak as an analyst in 2018. He is a member of the investment team, with a focus on streaming, digital advertising and health sciences. He supports the Portfolio Manager and Chief Investment Officer through thematic, industry and company analysis as well as modelling for potential and current portfolio holdings.
He has graduated from the University of Sydney with a Bachelor of Commerce, majoring in Finance and Commercial Law. Harry is a CFA Charterholder.
Raymond joined Loftus Peak in March 2024 as Head of Research. Raymond has a strong background in the disruption thematic having developed and managed global disruption portfolios for Orca Funds Management and Evans and Partners Financial Group since 2017. Prior to this, Raymond was a well regarded research analyst at Goldman Sachs, covering the telecom, internet and media sectors.
Raymond has a Bachelor of Mechanical Engineering (Honours) and Commerce (Finance) from the University of Melbourne and has a Chartered Financial Analyst® designation.
MSCI AC World Index
(Net)
The risk/return profile of the Fund and benchmark
differ due to differences in constituents
characteristics:
Chart
Table
Performance Summary as at 31 August 2024*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (25 July 2017) | |
|---|---|---|---|---|---|---|---|---|
| Orca Global Disruption Fund | +0.4% | +4.5% | +7.7% | +38.1% | +1.8% | +13.7% | +15.3% | +15.3% |
| MSCI ACWI Index (Net, AUD) | -1.3% | +4.4% | +6.1% | +18.0% | +8.5% | +12.0% | +12.7% | +12.6% |
| Excess Return | +1.7% | +0.1% | +1.6% | +20.1% | -6.7% | +1.7% | +2.7% | +2.7% |
*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI
- All returns beyond one year are annualised. Inception date 25 July 2017.
- All returns are total returns, inclusive of reinvested distributions and net of fees and costs using net asset value per unit from inception to, and including, 31 January 2021 and exit unit price from this date.
- Index net total returns are sourced from Bloomberg.
- Past performance is not indicative of future performance.
- The Orca Global Disruption Fund is designed in a benchmark unaware manner. The Investment Manager believes the MSCI AC World Index is appropriate for comparison purposes given the Fund invests in companies across a range of industries including technology, renewable energy, consumer, communication services and healthcare. The risk/return profiles of the Fund and benchmark differ due to differences in the constituents of each. The Fund’s objective is to provide investors with capital growth over the long-term through exposure to companies that benefit from disruptive innovation – in or from any industry/sector, including emerging market listed investments.
- Please note, Loftus Peak Pty Limited replaced Orca Funds Management as the Investment Manager of the Orca Global Disruption Fund on 1 March 2024.
- The data source for the Fund's benchmark was changed from Bloomberg to MSCI effective 29 February 2024. All data prior to this date remains unchanged
| Date | NAV Unit Price | Entry Unit Price | Exit Unit Price |
|---|---|---|---|
| 25/09/2024 | $3.0276 | $3.0337 | $3.0215 |
| 24/09/2024 | $3.0265 | $3.0326 | $3.0204 |
| 23/09/2024 | $3.0041 | $3.0101 | $2.9981 |
Checklist when investing directly in the Orca Global Disruption Fund:
- 1Read the Product Disclosure Statement, Information Booklet and Fund Target Market Determination
- 2Complete the application form online through either the Orca Application or download the hard copy Application Form. If you are a new investor, please complete the initial Initial Application Form and required Document Certification Information Sheet If you are an existing investor, please complete the Additional Application Form. To withdraw please complete the Withdrawal Form
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- 3Please mail your Application Form, Identification Form and certified copies of your required identification to
Address: Boardroom Pty Limited GPO Box 3993 Sydney NSW 2001
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