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Loftus Peak Global Disruption Hedged - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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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 5.47% 9.07% 30.61% 28.7% 36.31% 30.86% -% -%
Growth return 5.47% 9.07% 20.3% 18.54% -% -% -% -%
Income return 0% 0% 10.31% 10.16% -% -% -% -%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Loftus Peak Global Disruption Hedged
Equity Trustees Ltd
ETL9930AU
starstarstarstarstar (as at 31 Oct 2025)
Unknown
1 Jul 2022
$60.22 million (as at 20 Nov 2025)
$8.7646 (as at 20 Nov 2025)
$8.7208 (as at 20 Nov 2025)
Open
Offer information
Type Description
MER 3.85% (as at 19 Aug 2025)

Top 10 holdings (as at 30 Jun 2024)

Holding (as at 30 Jun 2024) Type % of Portfolio
Qualcomm Inc Equity 14.30%
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FAQs about the Loftus Peak Global Disruption Hedged

The objective of the Loftus Peak Global Disruption Hedged managed fund is

The strategy of the Loftus Peak Global Disruption Hedged managed fund is

The APIR code of the Loftus Peak Global Disruption Hedged managed fund is ETL9930AU.

Loftus Peak Global Disruption Hedged’s total return last month was 5.47%. This was made up of a growth return of 5.47% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Loftus Peak Global Disruption Hedged’s total return for the last three months was 9.07%. This was made up of a growth return of 9.07% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Loftus Peak Global Disruption Hedged’s one-year total return is 28.7%. This was made up of a growth return of 18.54% and an income return of 10.16%. These returns were calculated as at 31 Oct 2025.

Loftus Peak Global Disruption Hedged’s one-year total return is 30.86%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2025.

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

International Equities
98.12%
Cash
1.88%

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

As at 20 Nov 2025, the size of the Loftus Peak Global Disruption Hedged managed fund was $60.22 million.

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

The current entry price of the Loftus Peak Global Disruption Hedged managed fund is $8.7646 per unit and the current exit price is $8.7208 per unit (as at 20 Nov 2025).

The current exit price of the Loftus Peak Global Disruption Hedged managed fund is $8.7208 per unit and the current entry price is $8.7646 per unit (as at 20 Nov 2025).

The minimum initial investment amount for the Loftus Peak Global Disruption Hedged 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.