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Showing 1 - 7 of 7 results for %22Loftus Peak Global%22

Loftus Peak to take over Orca fund

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... months to November 2023 end. At the same date, it held just $154.1 million in funds under management (FUM). The Loftus Peak Global Disruption Fund has roughly double the FUM and returned 38.72% over the same period. Under the change, the fund's existing ...

Best-performing global equities funds for FY21

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... the year was the Forager International Shares Fund, which returned 78.9% in the 12 months. It was followed by Loftus Peak Global Disruption Fund (38.2%), Arrowstreet Global Equity Fund (37.1%), T. Rowe Price Global Equity Fund (35.1%) and Ironbark Royal ...

Vanguard growth ETFs shine

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... 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% per ...

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
... 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 Growth ...

Aussie small caps outperform

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... 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%) were the ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
... 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 applying ...
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