Loftus Peak Global Disruption Hedged
ETL9930AU
Loftus Peak Global Disruption Hedged ETL9930AU Strategy
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.
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
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Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
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Listed Investment Companies monthly performance: September 2025
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 | 8,721.40 | 31.90 | -0.36% |
| CAC 40 | 7,982.74 | 14.81 | 0.19% |
| DAX 40 | 23,289.96 | 109.43 | 0.47% |
| Dow JONES (US) | 46,110.15 | 18.41 | 0.04% |
| FTSE 100 | 9,538.53 | 13.77 | -0.14% |
| HKSE | 25,830.65 | 99.38 | -0.38% |
| NASDAQ | 22,580.58 | 147.73 | 0.66% |
| Nikkei 225 | 48,537.70 | 165.28 | -0.34% |
| NZX 50 Index | 13,326.90 | 15.92 | -0.12% |
| S&P 500 | 6,643.97 | 26.65 | 0.40% |
| S&P/ASX 200 | 8,447.90 | 35.60 | -0.42% |
| SSE Composite Index | 3,946.74 | 6.93 | 0.18% |