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*
May 29, 2020 |
1 month return*
May 29, 2020 |
Dividend yield |
|
| Artificial Intelligence |
Global Trends |
35.43% |
9.93% |
0.41% |
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| Internet of Things |
Global Trends |
38.58% |
5.62% |
1.33% |
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| Silver Haired Economy |
Global Trends |
-7.48% |
5.28% |
5.01% |
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| Feed the World |
Global Issues |
8.32% |
2.78% |
2.24% |
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| Warren Buffett Top 10 |
Investment Styles |
13.14% |
3.63% |
3.17% |
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| Social Media |
Global Trends |
7.97% |
1.58% |
0.28% |
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| Entertainment |
Investment Styles |
-0.75% |
2.54% |
2.07% |
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| Asian Healthcare |
Global Trends |
6.47% |
-1.24% |
1.24% |
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| Gaming |
Investment Styles |
6.77% |
33.85% |
4.58% |
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| Clean Tech |
Global Issues |
-10.9% |
7.03% |
2.75% |
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| Water - Liquid Gold |
Global Issues |
24.11% |
6.17% |
2.19% |
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| India |
Global Trends |
-19.11% |
0.92% |
0.90% |
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| High Quality |
Investment Styles |
14% |
3.82% |
3.55% |
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| Disruptive Technologies |
Global Trends |
32.51% |
21.10% |
0.02% |
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| Car of the Future |
Global Trends |
36.46% |
8.53% |
3.10% |
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| Big Oil |
Investment Styles |
-33.74% |
2.94% |
7.23% |
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| Intl. High Dividend |
Investment Styles |
-3.91% |
5.91% |
9.79% |
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| Bank on it |
Investment Styles |
-13.26% |
1.13% |
6.40% |
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| 5G Wireless Technology |
Global Trends |
19.1% |
6.56% |
1.26% |
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| Aussie Large Cap |
Investment Styles |
6.23% |
1.85% |
5.87% |
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| Luxury Goods |
Global Trends |
2.69% |
5.57% |
2.28% |
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| Tech Stars |
Investment Styles |
34.23% |
8.98% |
1.00% |
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| Genomics Revolution |
Global Trends |
57.12% |
4.30% |
0.00% |
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