Past performance is no indicator of future performance. Calculations are based on exit price with distributions reinvested, after ongoing fees and expenses but excluding individual tax, member fees and entry fees (if applicable). For more information on how our performance is calculated, please click here.
Find out how Vues work and how they can compliment your investment strategy
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 accountThe 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
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.
The Artificial Intelligence Vue may be suitable for investors who have an investment horizon of 3+ years, and a moderate to high risk tolerance.
With over 30 years’ experience in global equity markets, our Head of Investment committee use's complex proprietary models to bring you the world’s best and most innovative companies.
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.
We identify a global trend, issue or investment style that we believe makes for a compelling long-term investment story.
We run our proprietary multi-factor share selection model to rank shares by attractiveness.
We conduct fundamental research to select the final 10 shares. We look at things like sustainable competitive advantage, earnings growth potential and trading multiples.
Vues are reviewed and rebalanced (if required) quarterly or if necessitated by unexpected developments. Clients have discretion whether to implement recommended changes.
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.
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.