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Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD) - Share Price and Research

- Current share price for LPHD : $9.230

Loftus Peak Global Disruption Hedged Active ETF (LPHD) is an Exchange Traded Fund - commonly known as an ETF. For more details about how ETFs work, feel free to check out our What is an ETF? overview. Loftus Peak Global Disruption Hedged Active ETF (LPHD) invests in global companies driving the industry change, such as NVIDIA, first bought in 2016. As well as Microsoft, and Broadcom, the diverse portfolio also includes companies which are expected to be household names in the future such as AMD and Qualcomm.

General Information

Loftus Peak Global Disruption Hedged Act ETF
Equity Trustees Ltd
Equity World - Currency Hedged
Vanguard Intl Shares Index Hdg AUD TR
Not Rated
starstarstarstarstar (as at 31 Aug 2025)
Investment Fund
1 Jul 2022
$48.32 million (as at 18 Sep 2025)
n/a
n/a

LPHD ETF performance (31 Aug 2025)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % 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 (Yield) 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

Asset Allocation (31 Aug 2025)

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

Objectives and Strategy

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 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.

Offer information

Top 10 holdings (as at 30 Sep 2024)

Holding Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 10.39%
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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.

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Data shown on this website is sourced by Morningstar
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