Loftus Peak Global Disruption Hedged Active ETF (LPHD) Review & Analysis

MER Β· #491 of 514AUM Β· Top 50%1Y Return Β· Top 10%
What's new this monthData to 30 September 2026
  • +0.9% in September (total return), ahead of the median international shares ETF at +0.0%.
  • Investors added a net $2.7m (1.7% of the fund).
  • The unit price closed the month at $10.62, 6% below its 12-month high (range $8.54 to $11.30).

About LPHD

LPHD is an international shares ETF from Loftus Peak, listed on the ASX since September 2025. With $157m under management it is number 118 of 254 international shares ETFs by size. The management fee is 1.20% a year, about $120 on every $10,000 invested, dearer than the typical international shares ETF at 0.55%.

Over the past year it returned +21.8%, against +10.4% for the median international shares ETF.

LPHD distributions and dividend dates

LPHD pays distributions yearly, usually going ex-distribution in July, with payment about 19 days after the ex-date. (Pattern estimated from recent payments.)

The latest distribution was $0.60 per unit (0% franked), ex-distribution on 1 July 2026 and paid on 20 July 2026. To receive it you need to own LPHD before the ex-date.

Its distribution yield over the past 12 months is about 6.1%. Distributions vary and past payments are not a guide to future ones.

From ASX announcements, updated nightly. See every ETF in the dividend calendar.

Compare LPHD with

LPHD price by TradingView

Stock CodeLPHD
Fund ManagerLoftus Peak
Asset ClassInternational shares
AUM$157m
MER (%)1.20%
Net flows (Sep)+$2.7m
Last Price$10.62
52-Week Range$8.54 – $11.30
Bid/Ask Spread0.22%
Listing Date01/09/2025
ExchangeASX
IndexNone: actively managed. See the PDS for its benchmark
Issuer websiteLoftus Peak β†—

Performance (% return)

0%7%15%22%1M0.9%1Y21.8%3Yn/a5Yn/a
1 month+0.9%
1 year+21.8%
3 years p.a.–
5 years p.a.–

$10,000 invested…

1 year ago$12,182

Value at 30 September 2026 with distributions reinvested, before tax and brokerage.

Total returns including distributions, to 30 September 2026. 1M, 1Y, 3Y and 5Y bars are cumulative.

LPHD at a glance: strengths and things to watch

πŸ‘ Strengths

  • Nothing stands out against its category.

⚠️ Things to watch

  • Higher fee. At 1.20% a year it costs more than 91% of international shares ETFs (median 0.55%), or about $65 a year more on every $10,000.
  • Short track record. Listed in September 2025, so it hasn't been tested through a full market cycle.

Worked out from LPHD's fees, size, flows, returns and trend against the 257 international shares ETFs in Australia, to 30 September 2026. General information, not a recommendation.

Joshua StegaetfadviserTrend check
Base since 22 Oct 2026

LPHD is in a base. Here's why that matters.

LPHD's moving averages are tangled and the price is moving sideways. The trend hasn't picked a direction yet.

Why it matters: Bases are where the next big move starts. A breakout can begin a new uptrend, while a breakdown can start a long fall. Buying a satellite before the breakout often means waiting months for nothing to happen.

At ETF Adviser the core of a portfolio stays invested through every stage, and satellite ETFs are only bought in an uptrend. Members get a weekly update on which ETFs are breaking out of a base and which trends have broken.

Oct 25Jan 26Apr 26Jul 26Oct 26
UptrendBaseDowntrend

LPHD weekly price, past 12 months, shaded by trend stage. Stage as at 7 November 2026, updated weekly. A technical label, not a recommendation.

Investment Focus

Exposure Regions

Global

Themes & Sectors

Currency hedgedActive ETFs

Similar ETFs

CodeNameSame holdingsMERAUM1Y3Y p.a.5Y p.a.
LPGDLoftus Peak Global Disruption Active ETF Active–1.20%$884m+16.5%+28.4%+17.2%
VGADVanguard MSCI Index International Shares (Hedged) ETF Currency hedged–0.21%$7.9bn+17.1%+19.8%+10.8%
IHVViShares S&P 500 (AUD Hedged) ETF Currency hedged–0.10%$4.3bn+15.4%+21.0%+10.9%
DFGHDimensional Global Core Equity Trust (AUD Hedged Class) – Active ETF Currency hedged–0.36%$4.2bn+18.2%––
HGBLBetashares Global Shares Currency Hedged ETF Currency hedged–0.11%$3.0bn+17.4%+20.6%–
QHALVanEck MSCI International Quality (AUD Hedged) ETF Currency hedged–0.43%$2.7bn+16.5%+17.8%+9.7%

Same holdings is the share of LPHD's money in companies the other ETF also holds, weighted by size. No other ETF shares much with LPHD, so these are ETFs in the same category. See every ETF like LPHD β†’

LPHD vs its closest alternatives

What actually differs between LPHD and the ETFs most like it. Data to 30 Sep 2026.

LPGD Loftus Peak Global Disruption Active ETF

  • Both charge the same fee (1.20%).
  • Over 1 year: LPHD +21.8%, LPGD +16.5% (LPHD ahead by 5.3 percentage points).
  • LPGD is about 6 times larger ($884m vs $157m), which usually means tighter trading spreads.
  • Different structure: LPHD is currency hedged, LPGD is actively managed.

Full LPHD vs LPGD comparison β†’

VGAD Vanguard MSCI Index International Shares (Hedged) ETF

  • VGAD is cheaper (0.21% vs 1.20%), worth about $63,233 on $100,000 over 20 years.
  • Over 1 year: LPHD +21.8%, VGAD +17.1% (LPHD ahead by 4.8 percentage points).
  • VGAD is much larger ($7.9bn vs $157m), which usually means tighter trading spreads.

Compare LPHD and VGAD side by side β†’

IHVV iShares S&P 500 (AUD Hedged) ETF

  • IHVV is cheaper (0.10% vs 1.20%), worth about $70,974 on $100,000 over 20 years.
  • Over 1 year: LPHD +21.8%, IHVV +15.4% (LPHD ahead by 6.4 percentage points).
  • IHVV is much larger ($4.3bn vs $157m), which usually means tighter trading spreads.

Compare LPHD and IHVV side by side β†’

General information only. Past performance is not a reliable indicator of future performance.

Popular comparisons

LPGD vs LPHD

LPHD FAQs

What is the fee for LPHD?

LPHD charges a management fee (MER) of 1.20% a year, according to the TMX Australia monthly funds report as at 30 September 2026.

How big is LPHD?

LPHD had $157m in funds under management as at 30 September 2026.

How has LPHD performed?

LPHD returned +21.8% over the year to 30 September 2026 (total return, including distributions). Past performance is not a reliable indicator of future performance.

Who manages LPHD?

LPHD is managed by Loftus Peak and has been listed since September 2025.

Is LPHD franked?

Generally no. LPHD invests outside Australia, so its distributions carry little or no franking credits. Franking comes from Australian companies that have paid tax here.

Is LPHD currency hedged?

Yes. LPHD is currency hedged, so changes in the Australian dollar have little effect on its returns. You get the return of the underlying investments in their local currency, less a small cost of hedging.

Disclaimer

This review is general information only and does not take into account your objectives, financial situation or needs. Consider the Loftus Peak product disclosure statement (PDS) and target market determination (TMD) before investing. Past performance is not a reliable indicator of future performance.