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 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
To see all the stocks
Open an accountThe 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
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.
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.
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.