Key Takeaways
- • Loftus Peak Global Disruption Hedged Active ETF (LPHD) demonstrated strong June quarter performance, with a tracking error of only 0.72%, indicating tight alignment between fund performance and strategy execution.
- • The Loftus Peak Global Disruption Active ETF (LPGD) generated a 22.44% one-year NAV return as of June 30, 2026, significantly outpacing its category benchmark and validating the fund's active management approach.
- • The fund's long-term track record shows 21% annualized returns since inception in 2016 (after fees), demonstrating sustained outperformance across market cycles.
- • Portfolio construction focuses on identified disruptive companies including major holdings in Nvidia, Microsoft, Broadcom, Advanced Micro Devices, and CATL, with strict valuation criteria to manage risk concentration.
- • The investment philosophy targets global disruptive business models across diverse industries while reducing home-bias concentration risk common in Australian portfolios, with positioning in both established tech leaders and emerging growth companies.
Summary
Loftus Peak's Global Disruption ETF delivered strong performance during June 2026, with the active management strategy continuing to demonstrate outperformance relative to its benchmark. The Loftus Peak Global Disruption Active ETF (LPGD) posted a 22.44% one-year NAV return as of June 30, 2026, significantly exceeding typical category returns and reinforcing the effectiveness of its active stock-selection process. The hedged variant (LPHD) maintained disciplined tracking with a tracking error of just 0.72% for the quarter, suggesting precise implementation of the fund's stated strategy.
The fund's long-term performance record strengthens its institutional credibility. Since inception in 2016, Loftus Peak has delivered 21% annualized returns after fees, demonstrating sustained alpha generation across multiple market environments and economic cycles. This decade-plus performance trajectory indicates consistency in the fund's disruptive investment thesis rather than temporary market outperformance.
Loftus Peak's portfolio construction reflects a systematic approach to identifying and valuing disruptive companies. The fund maintains significant positions in established technology leaders including Nvidia (held since 2016), Microsoft, and Broadcom, alongside semiconductor specialist Advanced Micro Devices and Chinese battery manufacturer CATL. The manager emphasizes strict valuation discipline and explicit risk accounting across a globally diversified portfolio, deliberately reducing the concentration risk inherent in traditional Australian portfolios that typically overweight domestic banks and resources sectors.
The fund's investment methodology is grounded in the thesis that all industries face disruption. Rather than sector-specific or thematic concentration, Loftus Peak constructs positions across industries driven by accelerating technological and business model change. This approach targets companies positioned either as disruptors or as beneficiaries of industry transformation, diversifying away from home-bias while maintaining the conviction-based active management framework that has generated institutional-grade returns for sophisticated investors including self-managed superannuation funds and institutional allocators.
The fund's long-term performance record strengthens its institutional credibility. Since inception in 2016, Loftus Peak has delivered 21% annualized returns after fees, demonstrating sustained alpha generation across multiple market environments and economic cycles. This decade-plus performance trajectory indicates consistency in the fund's disruptive investment thesis rather than temporary market outperformance.
Loftus Peak's portfolio construction reflects a systematic approach to identifying and valuing disruptive companies. The fund maintains significant positions in established technology leaders including Nvidia (held since 2016), Microsoft, and Broadcom, alongside semiconductor specialist Advanced Micro Devices and Chinese battery manufacturer CATL. The manager emphasizes strict valuation discipline and explicit risk accounting across a globally diversified portfolio, deliberately reducing the concentration risk inherent in traditional Australian portfolios that typically overweight domestic banks and resources sectors.
The fund's investment methodology is grounded in the thesis that all industries face disruption. Rather than sector-specific or thematic concentration, Loftus Peak constructs positions across industries driven by accelerating technological and business model change. This approach targets companies positioned either as disruptors or as beneficiaries of industry transformation, diversifying away from home-bias while maintaining the conviction-based active management framework that has generated institutional-grade returns for sophisticated investors including self-managed superannuation funds and institutional allocators.
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