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.
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Listed Investment Companies monthly performance: January 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,823.60 | 16.90 | -0.19% |
| CAC 40 | 7,915.36 | 78.13 | -0.98% |
| DAX 40 | 23,394.38 | 196.65 | -0.83% |
| Dow JONES (US) | 47,706.01 | 204.46 | 0.43% |
| FTSE 100 | 10,249.52 | 35.23 | -0.34% |
| HKSE | 25,408.46 | 348.83 | -1.35% |
| NASDAQ | 22,677.31 | 289.63 | 1.29% |
| Nikkei 225 | 52,728.72 | 2,892.12 | -5.20% |
| NZX 50 Index | 13,098.83 | 519.06 | -3.81% |
| S&P 500 | 6,790.58 | 50.56 | 0.75% |
| S&P/ASX 200 | 8,599.00 | 3.30 | -0.04% |
| SSE Composite Index | 4,096.60 | 27.59 | -0.67% |