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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? Westpac or ApplePay?

Investment questions, like whether VW is a better investment than Tesla, aren't academic, they have real-money consequences. Traditional business models are being disrupted as connectivity, networks and the sharing economy impact all industries – retail, transport, communications, energy and banking to name a few. Loftus Peak generates investment return by focusing on these major secular shifts and how they will change the world in the next five to ten years. 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, helped bring Seek to the sharemarket.

This global investment strategy is available to 2020 Direct Invest members by way of the Loftus Peak Global Disruption Fund.

Here's what's in the box:

  • Access to a global portfolio that is invested where the world is headed; constructed on the basis of strict criteria, at carefully determined valuations
  • Exposure to household names like Apple, Google and Amazon as well as many unheralded names that are driving change globally
  • Diversification away from resources, banks and the Australian dollar

About the Loftus Peak Global Disruption Fund

Loftus Peak is a global fund manager with a focus on investing in listed companies that are challenging traditional business models. Our significant experience has translated into a successful investment strategy since inception of the firm in 2014  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 All Countries World Index - net of dividends reinvested) in Australian dollars over the medium term
  • Has a suggested timeframe of 3-5 years
  • Provides daily liquidity
  • Provides exposure to global equities with a focus on disruptive themes
  • Complements other share market investments, particularly in Australia where there is a heavy skew towards banks, resources and the Australian dollar.
  • Is open to retail investors

Loftus Peak's Edge

  • Majority independently owned by the principals
  • Experienced, disciplined team
  • Successful track record and process
  • Early identification of long-term secular trends

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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