Equity Trustees partners with Loftus Peak to launch the Loftus Peak Global Disruption Hedged Active ETF
Equity Trustees is proud to be partnering with Loftus Peak as the Responsible Entity for the Loftus Peak Global Disruption Hedged Active ETF (ASX:LPHD), a currency hedged version of its flagship product, the Loftus Peak Global Disruption Active ETF.
The Loftus Peak Global Disruption Hedged Active ETF, launched on 1 July 2022 as an unlisted fund, is now available with dual access, providing investors with the flexibility to invest via the ASX or unlisted by way of the Fund’s administrator. With underlying investments predominantly denominated in US dollars, the Fund provides a solution to managing foreign currency exposure while maintaining exposure to compelling global growth opportunities.
Andrew Godfrey, Executive General Manager of Corporate and Superannuation Trustee Services at Equity Trustees, said: “We are proud to support the launch of the Loftus Peak Global Disruption Hedged Active ETF on the ASX. The addition of this active ETF broadens the options available to investors, offering share market access to an established global equities strategy”
Rick Steele, Chief Executive of Loftus Peak said: “Loftus Peak remains at the forefront of investing in businesses that are disrupting traditional industries and capturing market share in the global economy. We are committed to offering investors exposure to high quality companies benefiting from long-term structural trends. Given the underlying investments of the Fund are exposed to foreign currencies, primarily the US dollar, the Loftus Peak Global Disruption Hedged Active ETF provides share market investors a strategic way to achieve a minimised currency risk, while participating in a growth opportunity.” “This launch means we now offer the full suite of product across our global disruption strategy; currency hedged or unhedged and each accessible by way of the ASX or the Fund’s administrator.”
Loftus Peak is a specialist global equities investment manager with over $1.1 billion in funds under management. The firm applies a high-conviction investment strategy with a disruption overlay, targeting companies reshaping industries worldwide. Combining disciplined valuation through a discounted cash flow framework with active risk management, Loftus Peak delivers exposure to quality, large-cap businesses that can benefit from long-term structural trends. The experienced investment team integrates environmental, social and governance considerations into its decision-making, aiming to provide investors with sustainable, long-term value.
Andrew Godfrey concluded: “Our extended partnership with Loftus Peak reflects a shared commitment to providing the Australian market with high-quality, market leading funds, while ensuring operational excellence for investors.”
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Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Sydney, Brisbane, Adelaide, and Perth.
Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services as well as Responsible Entity (RE) and Custodian services for external Fund Managers.