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  • 1 Month Return as at
    20-09-2021
    1.16%
  • 6 Month Return as at
    20-09-2021
    25.80%
  • 1 Year Return as at
    20-09-2021
    30.19%
  • Dividend
    Yield
    0.25%
  • Vue category
    Investment Styles

Past performance is no indicator of future 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).  For more information on how our performance is calculated, please click here. 

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Portfolio overview

The Tech Stars share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising the ten largest technology companies in the U.S.

It features some of the most recognisable and iconic brands in the technology industry such as Google, Apple and Facebook.

This Vue contains

  • Apple_logo_grey.svg
  • microsoft.svg
  • Facebook_icon.svg

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Investment Strategy

The investment strategy is to reflect the diverse impact of technology. The benefits of technology are being felt not just in consumers’ personal lives, but in productivity and revenue gains for businesses in areas including supply chain management, logistics, improved automation and manufacturing.

Further, Tech Stars gives you a stake in some iconic names that have the firepower to acquire up and coming new entrants and gain market share rapidly.

With record high cash balances, these companies can invest in innovative R&D projects (think Google’s moonshot projects) to continue growth momentum.

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 Tech Stars 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
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.