Portfolio overview
The Bank On It share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising some of the world’s largest and most significant banking institutions benefiting from improved macroeconomic conditions.
This Vue contains
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The investment strategy is to enable investors to take advantage of under-valued global banks, relative to the largest Australian banks.
Domestically, increased competition, slowing consumer demand and regulatory pressures have meant Australia’s big four banks have run into slowing underlying revenue growth over the past few years.
These domestic conditions coupled with a global upwards trend in interest and growth rates, regulatory tailwinds and improved capital bases have created attractive investment opportunities in some of the largest and most dynamic banking institutions globally.
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.
This Vue is intended as a long-term investment with low stock turnover. It is reviewed and rebalanced (if required) every quarter.
Investor Suitability
The Bank On It Vue may be suitable for investors who have an investment horizon of 3+ years, and a moderate to high risk tolerance.