Current share price for LPHD : $9.230 0.05 (0.54%)+
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.
Loftus Peak Global Disruption Hedged Act ETF | |
Equity Trustees Ltd | |
Equity World - Currency Hedged | |
Vanguard Intl Shares Index Hdg AUD TR | |
Not Rated | |
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Investment Fund | |
1 Jul 2022 | |
$48.32 million (as at 18 Sep 2025) | |
n/a | |
n/a |
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 |
Australian Equities | 0% |
International Equities | 94.49% |
Cash | 5.51% |
Property & Infrastructure | 0% |
Fixed Interest | 0% |
Alternatives | 0% |
Asset Allocation
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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. |
Holding | Type | % of Portfolio |
---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | Equity | 10.39% |
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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.