Loftus Peak ETF Outperforms Benchmark with Strong June Performance

Aakashdeep

13 July 2026 05:49 PM AEST

Loftus Peak ETF Outperforms Benchmark with Strong June Performance

Image Source: Krish Capital Pty Ltd

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Loftus Peak's Global Disruption Active ETF reported a robust performance for June 2026, significantly outperforming its benchmark. The fund's strategic investments in disruptive global companies have paid off, delivering substantial returns for investors. This performance highlights the fund's resilience and strategic focus on high-growth sectors.

Key Points

Loftus Peak Global Disruption Active ETF (ASX: LPGD)
Fund outperformed its benchmark by 2.7% for the financial year ending June 2026
Fund's net-of-fees return since inception is 21.3% per annum
Investors should watch the fund's exposure to high-growth sectors like AI and data infrastructure

Loftus Peak's Strategic Focus on Disruptive Technologies

Loftus Peak is a global equities fund manager specializing in investing in disruptive businesses. The company was founded in 2014 and has since focused on global companies that are driving industry change. This approach aims to mitigate the concentration risk often associated with home-biased Australian portfolios. The fund's diverse portfolio includes well-known companies like Nvidia, Microsoft, and Broadcom, as well as emerging companies expected to become household names.

In June 2026, the fund demonstrated its strategic focus by delivering a net-of-fees return of 20.3% for the financial year, outperforming its benchmark by 2.7%. This performance underscores the fund's ability to navigate challenging market conditions and capitalize on opportunities in high-growth sectors such as AI, data infrastructure, and life sciences.

Performance Metrics and Outperformance

The Loftus Peak Global Disruption Active ETF has consistently outperformed its benchmark, the MSCI All Countries World Index, as expressed in AUD. For the month of June, the fund achieved a net-of-fees return of 4.21%, compared to the benchmark's 3.17%. Over longer periods, the fund's performance remains strong, with a net-of-fees return of 21.3% per annum since its inception in November 2016.

This outperformance is attributed to the fund's strategic investments in high-growth sectors and its ability to adapt to market conditions. The fund's management team, led by CIO and Founder Alex Pollak, has successfully navigated volatile markets, ensuring robust returns for investors.

Key Contributors to June's Performance

Several key investments contributed to the fund's strong performance in June. Taiwan Semiconductor Manufacturing Company (TSMC) was the standout performer, adding 1.1% to the fund's overall performance. Other significant contributors included Marvell Technology and ASML, which added 0.8% and 0.7% respectively. These companies are integral to the semiconductor industry, a sector that has seen significant growth and demand.

In the life sciences sector, investments in Eli Lilly, Moderna, and Revolution Medicines collectively added 1.8% to the fund's performance. Moderna, in particular, contributed 0.9% following positive news about its cancer treatment vaccines, which are in advanced trials with the US FDA.

Challenges and Market Volatility

The past three months have been challenging for Loftus Peak, with market volatility impacting several high-profile investments. The US administration's mixed signals regarding the end of the Iranian war and the new US Federal Reserve Chairman's interest rate policies have created uncertainty. Additionally, the volatility in share prices of near trillion-dollar companies has led to profit-taking in some investments.

This volatility resulted in a sell-off in major semiconductor and mega-cap shares in early June. However, the fund's strategic rotation into broader cyclical sectors like healthcare and electric vehicles helped mitigate these challenges and maintain strong performance.

Currency Impact and Portfolio Exposure

The depreciation of the Australian dollar by 3.7% against the US dollar in June increased the value of the fund's US-dollar denominated positions. At the end of the month, the fund had a foreign currency exposure of 100%. This currency impact highlights the importance of global diversification in the fund's strategy.

At the end of June, the fund was 99.2% invested, with the remaining balance in cash and cash equivalents. The fund's portfolio is heavily weighted towards large-capitalization names that are cash-generative and have strong balance sheets, providing resilience during market downturns.

ESG Considerations and Carbon Intensity

Loftus Peak places a strong emphasis on environmental, social, and governance (ESG) factors in its investment strategy. The fund's carbon intensity is 65% less than its benchmark, with no exposure to companies involved in fossil fuel extraction or related services. This commitment to ESG principles aligns with the growing investor demand for sustainable investment options.

The fund's focus on high-quality companies with strong ESG attributes supports its long-term investment strategy and enhances its appeal to environmentally conscious investors.

Outlook and Future Opportunities

Looking ahead, Loftus Peak remains committed to its strategy of investing in disruptive global companies. The fund's exposure to high-growth sectors such as AI, data infrastructure, and life sciences positions it well for future opportunities. Investors may be particularly interested in the fund's investments in emerging technologies and companies that are expected to drive industry change.

The next key milestone for the fund will be its ability to maintain its strong performance and continue outperforming its benchmark in the face of ongoing market volatility and geopolitical uncertainties.

Management and Fee Structure

The management team at Loftus Peak is led by Alex Pollak, CIO and Founder, along with Anshu Sharma, CFA, Portfolio Manager and Founder. The team is supported by experienced professionals, including Harry Morrow, CFA, Senior Investment Analyst, and Raymond Tong, CFA, Head of Research. This team brings a wealth of experience and expertise to the fund's management.

The fund charges management fees and costs of 1.20% per annum, with performance fees of 15% in excess of the hurdle return, payable semi-annually. These fees reflect the active management and strategic focus required to deliver the fund's strong performance.

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