Disruptive Technologies

We cannot provide you personal advice since we do not know your circumstances and are not licensed to do so.

However, we believe that investing in thematic Models should be part of a broad investment strategy, where exposure to Models gives your added diversification to your existing portfolio of assets.

HALO enables you to invest in portfolios of 10 shares each. Holding more shares reduces your risk relative to holding just a single company. This is because companies can operate in different parts across the value chain, in industries, and in different countries at different stages of the economic cycle. Each of these factors spreads out your risk so your portfolio becomes less sensitive to events in any one company, industry or geography.

The stock trading exchanges we work with may require a minimum trade amount, or minimum quantity per shares. When you purchase a Model, we will tell you what the minimum amount required is.

Unlike ETFs and managed funds, Models give you full transparency and you can add/remove shares in a Model. While we do recommend shares in Models and provide regular updates to the recommendations, we do not manage your portfolio for you. You will always be in full control of your investment.

When you invest in Models, you are the beneficial owner of the individual shares, unlike managed funds and ETFs. Hence you may also receive tax benefits since tax gains and losses are not shared with other investors in a pooled vehicle.

Also, unlike index tracking ETFs, we pick stocks that we believe are likely to outperform others with exposure to the theme.

HALO constructs Models designed around a theme using our in-house team of investment experts that have extensive experience in financial markets with institutions such as AMP, Perennial, Legal & General, Bank of America Merrill Lynch and Putnam Investments.

We also let users create and invest in their own Models.

A Model is a portfolio of 10 professionally-selected shares that align to a specific market, industry, trend, theme or investment style.

A Model is simply a basket of 10 professionally-selected shares that provides exposure to a specific market, industry, trend, theme or investment style, e.g.:

• Market: India
• Industry: Entertainment
• Trend: Artificial Intelligence
• Theme: Clean Technology
• Investment Style: High Dividends

Unlike an ETF or managed fund, when you invest in a Model you are actually purchasing shares in the 10 recommended companies and therefore become the beneficial owner of the shares. This provides you a level of control and transparency not offered by ETFs and managed funds.

Models can been seen as an alternative to managed funds and ETFs, and may appeal to investors who wish to have more control and transparency when it comes to their investments.

Models offer the following features and benefits:

1. Expert research: Models and their underlying shares are selected by an investment committee with more than 50 years combined experience in global equity markets.
2. Ongoing monitoring: Models are monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes and can choose to ignore or action the recommendation.
3. Control and transparency: As the beneficial owner of the shares you know exactly what you’re invested in, and can take an active approach to trade size and timing. If you wish you can remove companies from a Model, change the amount you invest in each company and place each trade at a time of your choosing.
4. Concentrated: Unlike most ETFs and managed funds, Models are concentrated share portfolios that aim to outperform industry benchmarks and indexes.
5. Cost-effective: We charge a competitive research fee when investing in a Model. There are no ongoing performance or administration fees.