InvestSMART

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

Current share price for LPHD : $9.100 0.1 (1.09%)+

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 World - Currency Hedged
Vanguard Intl Shares Index Hdg AUD TR
starstar
starstarstarstarstar (as at 28 Feb 2026)
Investment Fund
1 Jul 2022
$197.04 million (as at 17 Mar 2026)
$9.1 (as at 19 Mar 2026)

LPHD ETF performance (28 Feb 2026)

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 -2.14 0.05 3.71 15.79 16.72 26.46 - -
Growth return -1.83 -99.93 -99.93 -99.93 -97.16 -89.37 - -
Income return (Yield) -0.31 99.98 103.64 115.72 113.88 115.83 - -

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 (28 Feb 2026)

Australian Equities 49.41%
International Equities 49.41%
Cash 1.18%
Property & Infrastructure 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and 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.
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

MER 3.85% (as at 19 Aug 2025)
Indirect Cost Ratio (ICR) 3.85% (as at 30 Jun 2025)
Performance fee (not included in ICR) 2.65
Savings plan comments
Redemption comments

Top 10 holdings (as at 30 Jun 2025)

Holding Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 9.44%
Login now to view the complete list of holdings.

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.

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
© Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. 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.