READY-TO-INVEST SHARE PORTFOLIOS
Concentrated share portfolios, constructed by investment professionals.
Get started*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). Performance is for period 20 October 2019 to 20 October 2020.
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.
Vues and their underlying shares are selected by an investment committee with more than 50 years combined experience in global equity markets.
Vues are monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.
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.
Unlike most ETFs, Vues are concentrated share portfolios that aim to outperform industry benchmarks and indexes.
We charge a competitive research fee when investing in a Vue. There are no ongoing performance or administration fees.
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.
Vues | Vue type | 1 year return 18 Jan 21* |
1 month return 18 Jan 21* |
Dividend yield | |
---|---|---|---|---|---|
Car of the Future | Global Trends | 142.51% | 15.14% | 0.88% | Learn more |
Genomics Revolution | Global Trends | 115.38% | 4.74% | 0.00% | Learn more |
Disruptive Technologies | Global Trends | 76.05% | 2.10% | 0.02% | Learn more |
Gaming | Investment Styles | 42% | 5.55% | 1.31% | Learn more |
Internet of Things | Global Trends | 29.35% | 6.18% | 1.02% | Learn more |
Artificial Intelligence | Global Trends | 23.48% | -0.36% | 0.36% | Learn more |
5G Wireless Technology | Global Trends | 23.04% | 2.33% | 0.97% | Learn more |
Entertainment | Investment Styles | 18.96% | 1.32% | 3.25% | Learn more |
Water - Liquid Gold | Global Issues | 17.52% | 7.47% | 1.50% | Learn more |
India | Global Trends | 10.22% | 6.07% | 0.89% | Learn more |
Feed the World | Global Issues | 6.7% | 2.45% | 1.26% | Learn more |
High Quality | Investment Styles | 6.6% | 0.58% | 1.94% | Learn more |
Tech Stars | Investment Styles | 5.78% | -4.02% | 0.51% | Learn more |
Video Games and E-sports | Global Trends | 3.98% | 0.31% | 0.47% | Learn more |
Social Media | Global Trends | 3.86% | -1.32% | 0.20% | Learn more |
Clean Tech | Global Issues | 2.61% | 2.33% | 1.39% | Learn more |
Luxury Goods | Global Trends | 2.46% | -3.03% | 1.06% | Learn more |
Aussie Large Cap | Investment Styles | -0.49% | -1.97% | 2.61% | Learn more |
Warren Buffett Top 10 | Investment Styles | -3.96% | -1.61% | 2.07% | Learn more |
Asian Healthcare | Global Trends | -5.44% | 6.09% | 1.29% | Learn more |
Silver Haired Economy | Global Trends | -11.65% | 1.54% | 3.28% | Learn more |
Bank on it | Investment Styles | -14.38% | 3.79% | 3.27% | Learn more |
Intl. High Dividend | Investment Styles | -21.29% | -0.25% | 5.82% | Learn more |
Big Oil | Investment Styles | -31.01% | 7.25% | 5.11% | Learn more |
With over 30 years’ experience in global equity markets, our investment committee use 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.
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.
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 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 |
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.
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.
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.