• 1 Month Return as at
    18-01-2021
    2.33%
  • 6 Month Return as at
    18-01-2021
    25.26%
  • 1 Year Return as at
    18-01-2021
    2.61%
  • Dividend
    Yield
    1.39%
  • Vue category
    Global Issues

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

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Portfolio overview

The Clean Technology share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising companies benefiting from the creation or adoption of technologies battling one or more variants of pollution (air, water, soil, noise and light), or pursuing greater energy efficiency.

This Vue contains

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  • johnson_controls_international_plc.png
  • Ingersoll_Rand.png

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Investment Strategy

The investment strategy focuses on investing in companies developing or adopting clean technology and energy efficiency.

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.

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 Clean Technology 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 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.

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.

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.