High Quality Share Portfolio

1 Month Return as at
29-11-2021

12.28%
6 Month Return as at
29-11-2021

27.37%
1 Year Return as at
29-11-2021

45.85%
Dividend
Yield

1.66%
Vue category

Investment Styles

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Portfolio overview

The High Quality share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising companies that provide consistent long-term total returns.

This Vue contains

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Investment Strategy

The High Quality Vue seeks to provide consistent long-term total returns by investing in high quality global shares. We look for acknowledged market leaders with growing dividend streams over time plus potential upside from share appreciation.

We have concentrated on high quality global companies that have the potential for a high rate of dividend growth going forward based on superior earnings growth and cash flow generation.

These companies, for the most part, are also likely to be dominant players in the industries where they operate.

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 High Quality 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