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.

Vues Performance as of 31 May 2018.

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.

*Annualised where applicable.

*Source: Macrovue, Sharesight, Factset.

Comparison against indexes as of 31 May 2018.

Vue/Index3 Months6 MonthsOne Year3 Years
Macrovue Vues0.03380.0540000000000000060.15210.1159
S&P 5000.03180.0350.125399999999999980.11380000000000001
MSCI AC World Index0.02080.02360.10610.0852
ASX2000.01080.02810.096300000000000010.0593

*Source: Macrovue, Sharesight, Factset.

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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. 

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