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LPGDLoftus Peak / EQT · Equity - Global Strategy · Equity · Global ex-Australia · Active
Loftus Peak Global Disruption Active ETF
Fee p.a.
1.20%
ASX report
Fund size
A$799m
12m flow A$127m
Yield
8.5%
1 payments / yr
Volatility 3y
23.4%
annualised
Max DD 3y
−22.8%
all-time −39.7%
Listed
2020
9 Nov 2020 · spread 0.36%
$0$20k$40k$60k$80k$100k201020122014201620182020202220242026
Performance
Period
Total
ASX
1 month
0.0%
−5.7%
3 months
0.1%
—
6 months
24.4%
—
Year to date
13.7%
—
1 year
17.4%
8.8%
3 years p.a.
23.9%
23.0%
5 years p.a.
15.3%
15.3%
10 years p.a.
19.4%
—
Since listing p.a.
12.3%
—
Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.
Sharpe 3y 0.85Vol 1y 23.5%Vol 5y 24.0%Max DD 1y −16.4%Max DD 5y −34.9%Best year 60.9%87% positive years
Calendar-year returns
2011
−13.1%
2012
11.7%
2013
32.3%
2014
11.2%
2015
7.6%
2016
4.7%
2017
28.0%
2018
2.3%
2019
35.2%
2020
41.6%
2021
21.7%
2022
−31.9%
2023
60.9%
2024
41.3%
2025
10.0%
2026
13.7%
Where the money is
The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.
Most similar funds
Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.
Code
Fund
Fee
Overlap
Corr 3y