Loftus Peak Global Disruption Active ETF (LPGD)

Overview

Loftus Peak Global Disruption Fund is an innovative equity mutual fund established by Equity Trustees Ltd. and has been professionally managed by Intrinsic Value Investments Limited since its inception on April 12, 2002. Positioned as a forward-thinking investment vehicle, it specifically seeks to leverage the opportunities presented by global market disruptions. The fund's unique investment strategy focuses not just on geographic diversity by investing in public equity markets around the world, but also on sectoral diversity, targeting stocks from a wide range of industries. With its domicile in Australia, the fund aligns its performance with the MSCI World Index, providing an international benchmark for global equity performance.

Products and Services

The Loftus Peak Global Disruption Fund offers a specialized approach to equity investment through the following products:

• Optimised Portfolios as Listed Securities (OPALS): These are innovative investment instruments that track the MSCI equity indices for 22 possible markets, offering investors a streamlined and efficient way to gain exposure to a diversified set of global equities. OPALS are designed to optimize the portfolio's performance by ensuring a broad market reach and efficient tracking of indices, thereby leveraging the growth potential in diverse global markets.
• Public Equity Investments: The fund capitalizes on the opportunities within the public equity markets across the globe, focusing on companies that are positioned to benefit from or are contributing to market disruptions. By investing in such companies across diversified sectors, the fund aims to generate competitive returns for its investors by capturing the growth sparked by innovative practices and technological advancements.