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Showing 1 - 10 of 10 results for "Loftus Peak"

Vanguard, Betashares, iShares neck and neck in battle for inflows

ANDREW MCKEAN  |  MONDAY, 12 AUG 2024
... review. Global X brought in $756 million, Talaria Asset Management saw $366 million, Dimensional gained $170 million, Loftus Peak $136 million, JPMorgan $108 million, and Macquarie $90 million, capping off the top 10 ETF issuers by inflows. Magellan ...

Loftus Peak to take over Orca fund

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
Having steered its own global disruption fund to a stellar 2023, Loftus Peak will now replace Orca Funds Management as investment manager of its remaining strategy. Towards the end of last year, it was agreed that Loftus Peak will take over as investment ...

Best-performing global equities funds for FY21

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... investing in large cap global shares tallied 28.6% in median returns for the year ending June, but funds from Forager and Loftus Peak reported big gains, according to Rainmaker research. The median outperformance in the category for FY21 was only 0.5% ...

Vanguard growth ETFs shine

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... 10.2% and the MSCI All Countries Index registered 7.5%. The S&P500 returned 17.5%. In the global equities sector, Loftus Peak Global disruption Fund delivered 23.1% p.a. in the three years to November and Zurich Concentrated Global Growth returned 22.4% ...

Loftus Peak lists active ETF

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... top-performing global equities fund on the ASX as an active ETF, while removing it from the mFund market place. The Loftus Peak Global Disruption Fund was the top performer in large-cap global equities funds with 24.2% annualised returns for the three ...

Active managers grapple with EM

KARREN VERGARA  |  WEDNESDAY, 14 OCT 2020
... p.a.), OC Micro-Cap Fund (21.8% p.a.) and SGH Emerging Companies Fund (20.4% p.a.). Among large-cap global equities, Loftus Peak Global Disruption Fund (24.2% p.a.), BetaShares Global Sustainability Leaders ETF (23.5% p.a.) and Zurich Concentrated Global ...

Aussie small caps outperform

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... benchmark. This is not skill, it is gaming the system," Rainmaker said. In the large-cap international equities sector, Loftus Peak Global Disruption Fund (23.1%), Zurich Concentrated Global Growth (23%) and BetaShares Global Sustainability Leaders (22%) ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... $332 billion manager. However, Watershed took home the international equities gong from a group of nominees including Loftus Peak and Royston Capital. Meanwhile, Real Asset Management won the Australian fixed interest category and Soteria Capital took ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Investment Management Watershed Funds Management Infinity Asset Management Pearl Funds Management International Equities Loftus Peak Nucleus Wealth Pearl Funds Management Private Portfolio Managers Royston Capital Watershed Funds Management Multi Asset ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
... investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five stars by the research house, with the rating also ...
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