How Performance is calculated


Vue performance is based on a simulated investment of $1 million in each Vue (portfolio of 10 stocks). When the portfolio is first created, we allocate $100,000 to each stock in the Vue (note that based on the current price of the stock, the simulated investment may be less than $100,000). So for example say stock XYZ was worth $98. We would buy 1020 shares ($100,000/$98). The simulated investment would be: 1020 shares x $98 = $99,960 invested in stock XYZ.

When a stock is removed from the Vue and another one is chosen, we invest the money from a sale into the new stock. For example, if stock XYZ was now worth $100, we would receive 1020*$100 = $102,000. If another stock, called ABC is chosen for the Vue, we invest the $102,000 in the new stock.

If a dividend is received then it is added to the cash holdings in the Vue and not reinvested. Performance on any given date is based on the growth of the initial $1 million to the current sum of stock and total cash holdings.

Vue performance as of 1 July 2017.

Note: Past performance is not an indication of future results and the performance for any Vue is subject to fluctuation depending on shifting market conditions.

Vues Date of Inception Since Inception* Year to Date One Year 6 Months 3 Months 1 Month
Alcohol & Tobacco 1-Jul-14 0.1863 0.0637 0.0472 0.0637 0.0146 -0.0534
Asian Healthcare 1-Jul-14 0.1066 0.0744 -0.0047 0.0744 0.0692 0.0194
Aussie Large Cap 1-Jul-14 0.0574 0.0556 0.1842 0.0556 -0.029 0.0069
Battle of the Bulge 1-Jul-14 0.0841 -0.122 -0.1476 -0.122 -0.0512 -0.0492
Car of the Future 2 Nov-16 0.3048 0.1197 0.1197 0.0525 -0.0472
Clean Tech 1-Jul-14 0.1838 0.0867 0.3327 0.0867 0.0619 -0.0401
Disruptive Technologies 29-Jul-16 0.3281 0.2901 0.2901 0.1302 -0.0111
Dividend Kings 23-Jun-16 0.0489 -0.0376 4.35% -0.0376 0.0239 -0.0214
Entertainment 1-Jul-14 0.172 -0.0462 0.0712 -0.0462 -0.0563 -0.054
Feed the World 1-Jul-14 0.0052 -0.069 0.0262 -0.069 0.0139 -0.0562
Gaming 1-Jul-14 0.06 0.0911 0.1881 0.0911 0.0388 -0.0081
India 7-Apr-16 0.3072 0.1435 0.2507 0.1435 -0.0044 -0.0325
Internet of Things 1-Jul-14 0.1623 0.0633 0.3356 0.0633 -0.0008 -0.0707
Luxury Goods 1-Jul-14 0.078 0.1875 0.3867 0.1875 0.1 -0.0333
Silver Haired Economy 1-Jul-14 0.1675 0.0501 0.227 0.0501 0.0371 -0.0081
Social Media 1-Jul-14 0.2564 0.3667 0.5438 0.3667 0.1979 -0.0569
Tech Stars 1-Jul-14 0.2034 0.0874 0.2298 0.0874 0.024 -0.0478
Warren Buffett Top Ten 1-Jul-14 0.1013 0.0036 0.0871 0.0036 0.0079 -0.0224
Water Liquid Gold 1-Jul-14 0.1106 0.0503 0.2396 0.0503 0.0215 -0.0601
Average 0.1539 0.0768 0.1789 0.0768 0.0343 -0.034

*Annualised where applicable.

Comparison against indexes


As of 1 July 2017.

Vue/Index Year to Date One Year 6 Months 3 Months 1 Month
Macrovue Vues 0.0768 0.1789 0.0768 0.0343 -0.034
S&P 500 0.0322 0.1445 0.0322 0.0252 -0.0234
MSCI AC World Index 0.0555 0.1593 0.0555 0.0388 -0.0246

IMPORTANT: The presentation of performance for a Vue should not be regarded as an offer or a solicitation for the purchase of any Vue, and you are responsible for all investment decisions you make. Investment decisions you make should be based on your own individual needs and tolerance for risk and performance data is just one of many factors you should consider before making your investment decision.

Investments and foreign exchange can go up as well as down and involve the risk of loss. Past performance is not an indication of future performance. You should not invest in such products unless satisfied that they are suitable for you. It could be some time before you see a return on your investment. If you have any doubts as to the suitability of these investments you should seek independent financial advice. See Benefits & Risks of Investing for further details. 

Sign up for a free 30 day trial and get unlimited access to ready-to-invest share portfolios.