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  • 1 Month Return as at
    25-02-2021
    -0.24%
  • 6 Month Return as at
    25-02-2021
    22.33%
  • 1 Year Return as at
    25-02-2021
    68.71%
  • Dividend
    Yield
    0.01%
  • Vue category
    Global Trends

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 Disruptive Technologies share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising innovative high growth companies disrupting incumbents and value chains in their respective industries.

This Vue contains

  • amazon_com_inc.png
  • tencent_holdings_ltd.png
  • alibaba_group_holding_ltd.png

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Investment Strategy

The investment strategy focuses on providing exposure to companies using disruptive technologies to challenge existing incumbents and value chains.

Specifically, we focus on companies in twelve disruptive technology areas; mobile internet, automation of knowledge work, Internet of Things (IoT), cloud, advanced robotics, autonomous vehicles, next-gen genomics, energy storage, 3D printing, advanced materials, advanced oil & gas and renewable energy.

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 Disruptive Technologies 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.

See all applicable fees and charges
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.