Explore our Funds
If you need any assistance, please contact one of the Loftus Peak team at enquiry@loftuspeak.com.au or alternatively, please call us on +61 2 9163 3333.
Loftus Peak Global Disruption Active ETF
Loftus Peak Global Disruption Hedged Active ETF
Loftus Peak Global Change Portfolio
Invest Directly
Apply for and redeem units directly with the Fund’s administrator, Apex Fund Services. Minimum initial investment $5,000.
Make Additional Investments with BPAY®
Additional investments into the Fund can also be made using the BPAY® Biller Code 349845 along with your unique CRN which can be found when you log into your Investor Login. BPAY® cannot be used for initial investments and is only available when purchasing units by way of Fund’s Registry, Apex Fund Services, not available when purchasing units on the ASX.
Information and Forms Library
Invest on the ASX
This product is dual access — buy and sell units on the ASX using code LPGD, or invest directly with our administrator.
| Provider | Units | Indicative NAV |
|---|---|---|
| Bloomberg | LPGD AU EQUITY | LPGDIV INDEX |
| Thomson Reuters | LPGD.AX | LPGDAUDINAV-SOLA |
| IRESS | LPGD.AXW | LPGDAUDINAV |
No minimum investment amount for applications through the ASX.
Information and Forms Library
Invest Directly
Apply for and redeem units directly with the Fund’s administrator, Apex Fund Services. Minimum initial investment $5,000.
To buy or sell units with the Fund’s Administrator:
Make Regular Payments with BPAY®
Additional investments into the Fund can also be made using the BPAY® Biller Code 427419 along with your unique CRN which can be found when you log into your Investor Login.
BPAY® cannot be used for initial investments and is only available when purchasing units by way of Fund’s Registry, Apex Fund Services, not available when purchasing units on the ASX.
Information and Forms Library
Invest on the ASX
This product is dual access — buy and sell units on the ASX using code LPHD, or invest directly with our administrator.
To buy or sell units with your stockbroker:
| Provider | Trading Ticker | Indicative NAV |
|---|---|---|
| Bloomberg | LPHD AU EQUITY | LPHDIV INDEX |
| Thomson Reuters | LPHD.AX | LPHDAUDINAV-SOLA |
| IRESS | LPHD.AXW | LPHDAUDINAV |
No minimum investment amount for applications through the ASX.
Information and Forms Library
Invest Directly
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.
Latest Infromation and Key Documents
| Loftus Peak Global Disruption Active ETF | Loftus Peak Global Disruption Hedged Active ETF | Loftus Peak Global Disruption Fund (Class A) | Loftus Peak Global Change Portfolio | |
|---|---|---|---|---|
| Disruption strategy | ||||
| Retail investors | ||||
| Derivatives to actively manage market exposure | ||||
| Derivatives to actively manage foreign currency exposure | ||||
| Passive currency management | ||||
| Invest via the ASX | ||||
| Performance fee |