Artificial Intelligence Share Portfolio

1 Month Return as at
05-08-2020

4.32%
6 Month Return as at
05-08-2020

17.01%
1 Year Return as at
05-08-2020

41.58%
Dividend
Yield

0.34%
Vue category

Global Trends

Portfolio overview

The Artificial Intelligence (AI) share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising companies that are focusing on the five main AI technology systems in practice now.

These companies are the early AI adopters that combine a strong digital capability with proactive strategies that have higher profit margins and are likely to widen the performance gap with other firms in the future.

This Vue contains

To see all the stocks

Open an account

Investment Strategy

The investment strategy focuses on identifying companies where AI will ultimately become a significant contributor to revenue growth and serve to differentiate the company from its peers.

This Vue, while concentrated, is constructed with a view to diversifying by industry (or sub-industry), market capitalisation and geography.

The strategy can complement domestic equity portfolios by providing investors alpha exposure to innovative global companies in industries that have little or no representation in Australia.

MARKET CAP OF SHARES CONTAINED IN THIS VUE

Investment Objective

Investment timeframe
3 Years +

The investment objective is to outperform the MSCI World Ex-Australia Index (Net/AUD) over a five-year investment horizon.

The Vue is intended as a long-term investment with low stock turnover. It is reviewed and rebalanced (if required) every quarter.

Investor Suitability

The Artificial Intelligence Vue may be suitable for investors who have an investment horizon of 3+ years, and a moderate to high risk tolerance.

Portfolio Performance

Where and what will I be investing in?

INDUSTRIES YOU WILL BE INVESTING IN

There is no substitute for rigourous research

With over 50 combined years’ experience in global equity markets, our investment committee use complex proprietary models to bring you the world’s best and most innovative companies.

Head of Investment Committee

Clay Carter

Clay's 30+ years of experience includes senior portfolio management roles at AMP, Legal and General Life of Australia, PM Capital, QBE Insurance and Perennial Investment Partners. He has developed alternative methods to traditional market analysis and portfolio management, was a key contributor to the Eureka Report, and regularly appears on CNBC Asia and Bloomberg TV.

1. Identify Vue theme

We identify a global trend, issue or investment style that we believe makes for a compelling long-term investment story.

2. Run quantitative model to create shortlist

We run our proprietary multi-factor share selection model to rank shares by attractiveness.

3. Fundamental research to select shares

We conduct fundamental research to select the final 10 shares. We look at things like sustainable competitive advantage, earnings growth potential and trading multiples.

4. Vue review and rebalance

Vues are reviewed and rebalanced (if required) quarterly or if necessitated by unexpected developments. Clients have discretion whether to implement recommended changes.

0.8%: Research fee
on market value of the holdings

0.0%: Performance fee; Administration fee; Custody fee; Activity fee; Buy/sell spread

We offer a simple and competitive fee structure.

When investing in a Vue, you’ll be charged a flat 0.8% per annum research fee (calculated daily, charged monthly).

We do not charge any additional performance, administration, custody or activity fees. Buy/sell spreads do not apply either.

Normal trading costs will apply when buying and selling shares held within a Vue.

See all applicable fees and charges

Head of Investment Committee

Clay Carter

Head of Investment Products

Dev Sinha

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Senior Analyst

Dr Sid Sahgal

Sid brings 20+ years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.