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  5. Loftus Peak Global Disruption Hedged Act ETF - Managed fund profile

Loftus Peak Global Disruption Hedged Act ETF - Managed Fund

Fund Objective
The Fund aims to deliver a return over the benchmark (below); net of fees; over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. The scheme aims to achieve its objective by investing in equities; comprising listed shares; exchange traded funds; and exchange traded derivatives.
Fund Strategy
The investment process combines top down fundamental qualitative and quantitative research with company valuations based on an analysis of forecast future cash flows. Stock weightings typically range from 2% to 10% depending on risk weights applied.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 393.3% 398.97% 414.19% 445.44% 166.46% 102.58% -% -%
Growth return 393.3% 398.97% 414.19% 445.44% 166.46% 102.58% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Loftus Peak Global Disruption Hedged Act ETF
International Equities
94.49%
Cash
5.51%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
98.26%
Cash
1.45%
Australian Equities
0.06%
Property & Infrastructure
0.20%
Fixed Interest
0.03%
Alternatives
0%

General Information

Fund Details
Type Description
Loftus Peak Global Disruption Hedged Act ETF
Equity Trustees Ltd
Equity World - Currency Hedged
starstarstarstarstar (as at 31 Aug 2025)
Investment Fund
1 Jul 2022
$45.76 million (as at 11 Sep 2025)
n/a
n/a
Open
Offer information
Type Description

Top 10 holdings (as at 30 Sep 2024)

Holding (as at 30 Sep 2024) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 10.39%
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FAQs about the Loftus Peak Global Disruption Hedged Act ETF

The objective of the Loftus Peak Global Disruption Hedged Act ETF managed fund is The Fund aims to deliver a return over the benchmark (below); net of fees; over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. The scheme aims to achieve its objective by investing in equities; comprising listed shares; exchange traded funds; and exchange traded derivatives.

The strategy of the Loftus Peak Global Disruption Hedged Act ETF managed fund is The investment process combines top down fundamental qualitative and quantitative research with company valuations based on an analysis of forecast future cash flows. Stock weightings typically range from 2% to 10% depending on risk weights applied.

The APIR code of the Loftus Peak Global Disruption Hedged Act ETF managed fund is .

Loftus Peak Global Disruption Hedged Act ETF’s total return last month was 393.3%. This was made up of a growth return of 393.3% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Loftus Peak Global Disruption Hedged Act ETF’s total return for the last three months was 398.97%. This was made up of a growth return of 398.97% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Loftus Peak Global Disruption Hedged Act ETF’s one-year total return is 445.44%. This was made up of a growth return of 445.44% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Loftus Peak Global Disruption Hedged Act ETF’s one-year total return is 102.58%. This was made up of a growth return of 102.58% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Loftus Peak Global Disruption Hedged Act ETF managed fund is :

International Equities
94.49%
Cash
5.51%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Loftus Peak Global Disruption Hedged Act ETF managed fund is Equity Trustees Ltd.

The Loftus Peak Global Disruption Hedged Act ETF managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 11 Sep 2025, the size of the Loftus Peak Global Disruption Hedged Act ETF managed fund was $45.76 million.

The Loftus Peak Global Disruption Hedged Act ETF managed fund has an inception date of 1 Jul 2022.

The current entry price of the Loftus Peak Global Disruption Hedged Act ETF managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Loftus Peak Global Disruption Hedged Act ETF managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Loftus Peak Global Disruption Hedged Act ETF managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.