Warren Buffett Top 10 Share Portfolio

1 Month Return as at
21-04-2021

6.75%
6 Month Return as at
21-04-2021

13.59%
1 Year Return as at
21-04-2021

25.17%
Dividend
Yield

1.60%
Vue category

Investment Styles

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Portfolio overview

The Warren Buffett Top 10 share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising the top ten companies (by market value of investment) owned by Berkshire Hathaway.

These are US-based corporations that represent a diverse range of sectors including pharmaceuticals, financial services and retailing.

This Vue contains

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Investment Strategy

The investment strategy is to invest in Warren Buffett’s ten largest holdings. These investment opportunities reflect companies that have strong brand value and recognition, stable and growing cash flows and either have strong pricing power or excellent economies of scale.

The top ten holdings are all blue-chip US stocks and include instantly recognisable companies like Coca-Cola, Wells Fargo, and American Express.

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 Warren Buffet Top 10 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