Loftus Peak Global Disruption A
PIM4432AU
Loftus Peak Global Disruption A PIM4432AU Strategy
The portfolio is constructed in a concentrated, benchmark unaware manner. The Investment Manager will target approximately 10 to 20 investments with the following investment parameters for the Fund: • 30% - 98% in listed international securities; • up to 20% in listed Australian equities; • 2% - 50% in cash; • at the time of acquisition, a maximum weighting of 15% for any one security; and • not more than 20% of the portfolio to comprise unlisted securities, measured at the time of the latest acquisition of unlisted securities.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: March 2026
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Mark Mobius, legendary emerging - markets investor, dies at 89
The intrepid Templeton investor pioneered emerging-market investing.
funds
Private credit defaults accelerating, led by distressed exchanges
Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,915.70 | 16.00 | 0.18% |
| CAC 40 | 8,073.25 | 30.84 | -0.38% |
| DAX 40 | 23,994.44 | 23.82 | -0.10% |
| Dow JONES (US) | 49,141.93 | 25.86 | -0.05% |
| FTSE 100 | 10,250.37 | 82.42 | -0.80% |
| HKSE | 26,111.84 | 432.06 | 1.68% |
| NASDAQ | 24,663.80 | 223.30 | -0.90% |
| Nikkei 225 | 59,917.46 | 619.90 | -1.02% |
| NZX 50 Index | 12,770.30 | 5.90 | 0.05% |
| S&P 500 | 7,138.80 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,687.00 | 9.40 | 0.11% |
| SSE Composite Index | 4,107.51 | 28.88 | 0.71% |