See how our Vues have performed
Assumptions
- Approximately $100,000 is invested into each of the 10 shares held within a Vue.
- If a share is removed from a Vue and replaced with another, we invest 100% of the sale proceeds into the new share.
- Dividends received are not reinvested.
- Performance is based on the growth of the initial investment plus any dividends received.
- Performance is calculated before tax.
- Performance is calculated after brokerage costs.
- Performance is calculated with currency gains included, however, FX commissions are not included.
*Performance is based on the individual portfolio ("Vue") performance and may not be reflective of performance in actual client portfolios who deviate from the recommended allocation. Past performance is not a reliable indicator of future performance. *Water -Liquid Gold performance is for period 1 Jan 19 - 31 Dec 19.
| Vues |
Vue type |
1 year return*
August 6, 2020 |
1 month return*
August 6, 2020 |
Dividend yield |
|
| Artificial Intelligence |
Global Trends |
47.66% |
5.14% |
0.34% |
Learn more |
| Internet of Things |
Global Trends |
40.32% |
4.21% |
1.22% |
Learn more |
| Silver Haired Economy |
Global Trends |
-7.57% |
7.78% |
4.82% |
Learn more |
| Feed the World |
Global Issues |
6.87% |
7.52% |
2.15% |
Learn more |
| Warren Buffett Top 10 |
Investment Styles |
7.64% |
4.40% |
3.35% |
Learn more |
| Social Media |
Global Trends |
16.92% |
3.63% |
0.27% |
Learn more |
| Entertainment |
Investment Styles |
10.33% |
0.07% |
2.48% |
Learn more |
| Asian Healthcare |
Global Trends |
11.68% |
-7.84% |
1.20% |
Learn more |
| Gaming |
Investment Styles |
10.86% |
8.50% |
4.23% |
Learn more |
| Clean Tech |
Global Issues |
-9.77% |
3.67% |
2.18% |
Learn more |
| Water - Liquid Gold |
Global Issues |
15.9% |
6.31% |
1.84% |
Learn more |
| India |
Global Trends |
-1% |
7.17% |
0.67% |
Learn more |
| High Quality |
Investment Styles |
13.45% |
5.22% |
2.74% |
Learn more |
| Disruptive Technologies |
Global Trends |
62.35% |
10.17% |
0.02% |
Learn more |
| Car of the Future |
Global Trends |
61.08% |
11.81% |
1.79% |
Learn more |
| Big Oil |
Investment Styles |
-36.95% |
-1.28% |
7.12% |
Learn more |
| Intl. High Dividend |
Investment Styles |
-12.12% |
-1.43% |
10.01% |
Learn more |
| Bank on it |
Investment Styles |
-16.95% |
-3.20% |
6.52% |
Learn more |
| 5G Wireless Technology |
Global Trends |
28.29% |
6.29% |
1.02% |
Learn more |
| Aussie Large Cap |
Investment Styles |
4.84% |
-2.54% |
4.36% |
Learn more |
| Luxury Goods |
Global Trends |
1.42% |
-1.53% |
2.10% |
Learn more |
| Tech Stars |
Investment Styles |
31.32% |
1.06% |
1.01% |
Learn more |
| Genomics Revolution |
Global Trends |
69.28% |
0.10% |
0.00% |
Learn more |
