Invest in Vues

READY-TO-INVEST SHARE PORTFOLIOS

Concentrated share portfolios, constructed by investment professionals.

Get started
Image

Let’s start with the basics

What is a Vue?

A Vue provides you exposure to a specific industry, trend, theme or investment style through a concentrated portfolio of 10 professionally-selected shares. Vues remove the complexity of researching and selecting which shares to buy, helping you to quickly and easily access the world’s biggest and most innovative companies.

Image
  • Expert research

    Vues and their underlying shares are selected by an investment committee with more than 50 years combined experience in global equity markets.

  • Ongoing monitoring

    Vues are monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.

  • Control and transparency

    As the beneficial owner of the shares you know exactly what you’re invested in, and can take an active approach to trade size and timing.

  • Concentrated

    Unlike most ETFs, Vues are concentrated share portfolios that aim to outperform industry benchmarks and indexes.

  • Cost-effective

    We charge a competitive research fee when investing in a Vue. There are no ongoing performance or administration fees.

Vue Menu

Our 23 Vues are built around themes that reflects long-term structural trends, issues or investment styles – like artificial intelligence, clean technology and high dividends.

  • 22%

    Water - Liquid Gold

    1 year return as 13/10/2019*
    contains
    • basf.png
    • ferguson.png
    • veolia_environnement.png
    Learn more
  • 18.83%

    5G Wireless Technology

    1 year return as 13/10/2019*
    contains
    • american_tower_corporation.png
    • qualcomm_incorporated.png
    • lm_ericsson_telefon_ab.png
    Learn more
  • 18.56%

    Tech Stars

    1 year return as 13/10/2019*
    contains
    • microsoft_corporation.png
    • apple_inc.png
    • facebook.png
    Learn more
  • 15.38%

    Aussie Large Cap

    1 year return as 13/10/2019*
    contains
    • commonwealth_bank_of_australia.png
    • bhp_billiton_limited.png
    • csl_limited.png
    Learn more
Vues Vue type 1 year return
13 Oct 19* 		1 month return
13 Oct 19* 		Dividend yield
Water - Liquid Gold Global Issues 22% 4.43% 1.85% Learn more
5G Wireless Technology Global Trends 18.83% 0.37% 1.19% Learn more
Tech Stars Investment Styles 18.56% 1.07% 1.01% Learn more
Aussie Large Cap Investment Styles 15.38% 5.3% 4.77% Learn more
Disruptive Technologies Global Trends 15.33% -1.72% 0.01% Learn more
Silver Haired Economy Global Trends 12.25% 5.26% 3.84% Learn more
Internet of Things Global Trends 12.21% 0.01% 1.40% Learn more
International High Dividend Investment Styles 11.65% 6.47% 8.09% Learn more
High Quality Investment Styles 11.64% 2.57% 3.50% Learn more
India Global Trends 10.32% 4.33% 2.14% Learn more
Warren Buffett Top 10 Investment Styles 8.58% 3.89% 2.50% Learn more
Social Media Global Trends 7.75% 4.58% 0.50% Learn more
Feed the World Global Issues 6.75% 1.8% 1.75% Learn more
Bank on it Investment Styles 5.75% 6.51% 3.69% Learn more
Artificial Intelligence Global Trends 3.64% -1.23% 0.43% Learn more
Clean Technology Global Issues 1.77% 8.05% 2.85% Learn more
Asian Healthcare Global Trends -2.53% 3.5% 1.14% Learn more
Luxury Goods Global Trends -3.48% 1.11% 1.56% Learn more
Car of the Future Global Trends -5.46% 8.33% 2.24% Learn more
Big Oil Investment Styles -7.48% 4.72% 4.56% Learn more
Gaming Investment Styles -8.28% 8.71% 2.83% Learn more
Entertainment Investment Styles -13.38% -3.63% 1.31% Learn more
Genomics Revolution Global Trends - -7.39% 0.00% Learn more

There is no substitute for rigorous research

With over 50 combined years’ experience in global equity markets, our investment committee use 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.

Head of Investment Products
Dev Sinha

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Senior Analyst
Dr Sid Sahgal

Sid brings 20+ years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.

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 pricing schedule
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.

Head of Investment Products
Dev Sinha

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Senior Analyst
Dr Sid Sahgal

Sid brings 20+ years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.

Vues vs ETFs and Managed Funds

Vues combine the best features of ETFs and managed funds.

Feature ETFs Managed Funds Vues
Active share selection and review
High liquidity
Share transparency and control
Low fees
Tax reporting
Beneficial ownership of underlying shares

Questions some investors ask

  • Vues

    How often are Vues reviewed and rebalanced?

    Vues are monitored daily and formally reviewed by our investment committee on a quarterly basis – unless market conditions or significant company announcement warrant a more urgent review. If the investment committee decides to rebalance a Vue by removing a share and replacing it with another, Vue holders will be notified by email. You have the option to follow through and implement the changes in your Vue, but we do not automatically rebalance on your behalf.

  • Vues

    Can I create my own custom Vue?

    Yes, you can create your own personalised Vue. Your Vue can consist of any share(s) you wish, provided they are one of the 20,000+ shares available on our platform. Research fees are not charged on custom Vues.

  • Investing

    What happens when I sell shares in a Vue?

    When you sell shares, proceeds will be credited to your account after the trade settles. Settlement generally occurs two to three business days after your sell order is executed, depending on the exchange. By default, the funds will be left in local foreign currency. If you want to convert funds to Australian Dollars, you can instruct us to do so on your behalf.

See more FAQs