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Loftus Peak Global Disruption Fund

Fund Category Registered Managed Investment Scheme domiciled in Australia
Minimum Initial Investment $5,000
Expected Close Date Open-ended


 

An exclusive investment opportunity for 2020 DirectInvest members:


Woolworths and Walmart, or Amazon and Alibaba? VW or Tesla? ApplePay or Westpac?

Investment questions, like whether VW is a better bet than Tesla, aren’t academic – they have real-money consequences. At Loftus Peak, we have history in disruption – our principals have been successfully investing this way for decades. While at Macquarie Bank, our CIO, Alex Pollak, brought Seek to IPO. Because of what is happening to VW, GM, Coles and the banks, we know that it’s way more risky investing when looking in the rear vision mirror at an index instead of focusing on the company that is about to take the index player out.

Previously only available to sophisticated investors, this global investment strategy is now available to 2020 Direct Invest members.

Here's what's in the box:

  • Access to research-backed investment in the big disruptors like Apple, Google, Alibaba and Tesla, at carefully determined valuations
  • Diversification away from resources, banks and the Australian dollar
  • Global fund that is professionally managed

About the Loftus Peak Global Disruption Fund

Loftus Peak is a global fund manager with a focus on investing in listed disruptive businesses. Our significant experience has translated into a successful investment strategy. We believe investors want a professionally-managed portfolio that gives them access to the big shifts in global business. The Fund:

  • Is actively managed, investing in between 15-35 stocks in global disruption
  • Aims to deliver a return over the benchmark (MSCI World Index - net of dividends reinvested) in Australian dollars over the medium term
  • Has a suggested timeframe of 3-5 years
  • Provides daily liquidity
  • May suit you if you are seeking exposure to global equities with a focus on disruptive themes
  • Is open to retail investors

Loftus Peak's Edge

  • Independently owned by the principals
  • Experienced, disciplined team with successful track record

Key Features

Feature Details
Product Sponsor Equity Trustees Limited
Product Type Registered Managed Investment Scheme domiciled in Australia
Investment Universe Listed Global Equities
Benchmark MSCI All Countries World Index (net) (as expressed in AUD from Bloomberg)
Number Of Investments 15-35
Minimum Cash Allocation 1%
Maximum Cash Allocation 50%
Suggested time frame 3-5 years
Inception Date (for Loftus Peak as Manager) 15/11/2016
Minimum Investment AU$5,000
Liquidity Daily
Pricing Frequency Daily
Withdrawal Notice Generally, notifications received before 2pm on a business day will be processed using the unit price effective for that day.
Distributions Paid annually as at 30 June
Annual Management Costs 1.20% per annum (inc. GST)
Performance Related Fee 15% in excess of the hurdle return with a high watermark payable six monthly as at 30 June and 31 December each year

This is general information which does not take account of your particular objectives, financial circumstances or needs. You should consider the Fund’s offering document in deciding whether to acquire, or continue to hold, the product.

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