Vues provide fast and easy access to some of the world's biggest trends and most innovative companies. Try one of our 24 ready-to-invest share portfolios or build your own for clients to invest in. Vues provide fast and easy access to some of the world's biggest trends and most innovative companies. Try one of our 24 ready-to-invest share portfolios or build your own for clients to invest in.
Vues and their underlying shares selected by an investment committee with more than 50 years combined experience in global equity markets.
Vues are monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.
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.
Unlike most ETFs, Vues are concentrated share portfolios that aim to outperform industry benchmarks and indexes.
We charge a competitive research fee when investing in a Vue. There are no ongoing performance or administration fees.
Our 23 Vues are built around themes that reflects long-term structural trends, issues or investment styles – like artificial intelligence, clean technology and high dividends.
|Vues||Vue type||One year return
||One month return
|Big Oil||Investment Styles||56.62%||4.98%||3.16%||Learn more|
|India||Global Trends||16.13%||-2.10%||1.25%||Learn more|
|Feed the World||Global Issues||13.49%||-1.28%||1.08%||Learn more|
|High Quality||Investment Styles||11.75%||1.88%||2.03%||Learn more|
|Intl. High Dividend||Investment Styles||10.58%||0.89%||6.54%||Learn more|
|5G Wireless Technology||Global Trends||9.91%||0.71%||1.04%||Learn more|
|Warren Buffett Top 10||Investment Styles||8.92%||-0.54%||2.33%||Learn more|
|Internet of Things||Global Trends||4.61%||-1.69%||0.99%||Learn more|
|Car of the Future||Global Trends||4.32%||-1.79%||0.64%||Learn more|
|Tech Stars||Investment Styles||4.32%||-1.01%||0.68%||Learn more|
|Aussie Large Cap||Investment Styles||4.3%||-4.28%||4.64%||Learn more|
|Water - Liquid Gold||Global Issues||2.02%||-3.01%||1.80%||Learn more|
|Silver Haired Economy||Global Trends||0.01%||-9.63%||3.43%||Learn more|
|Video Games and E-sports||Global Trends||-3%||-3.27%||0.76%||Learn more|
|Artificial Intelligence||Global Trends||-4.48%||-9.90%||0.18%||Learn more|
|Bank on it||Investment Styles||-5.26%||-1.38%||184.16%||Learn more|
|Luxury Goods||Global Trends||-6.03%||-8.67%||0.91%||Learn more|
|Clean Tech||Global Issues||-19.58%||1.09%||2.11%||Learn more|
|Disruptive Technologies||Global Trends||-21.87%||-13.68%||0.04%||Learn more|
|Perennial Millennials||Global Trends||-23.11%||-12.49%||0.41%||Learn more|
|Social Media||Global Trends||-26.45%||0.15%||0.68%||Learn more|
|Entertainment||Investment Styles||-29.11%||-19.60%||0.71%||Learn more|
|Genomics Revolution||Global Trends||-29.11%||-16.71%||0.00%||Learn more|
|Gaming||Investment Styles||-30.47%||-7.15%||0.39%||Learn more|
|Asian Healthcare||Global Trends||-39.74%||-5.38%||0.52%||Learn more|
|Founder Led : High Growth||Global Trends||-60.1%||-19.73%||0.00%||Learn more|
With over 50 combined years’ experience in global equity markets, our investment committee use complex proprietary models to bring you the world’s best and most innovative companies.
We identify a global trend, issue or investment style that we believe makes for a compelling long-term investment story.
We run our proprietary multi-factor share selection model to rank shares by attractiveness.
We conduct fundamental research to select the final 10 shares. We look at things like sustainable competitive advantage, earnings growth potential and trading multiples.
Vues are reviewed and rebalanced (if required) quarterly or if necessitated by unexpected developments. Clients have discretion whether to implement recommended changes.
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.
Vues combine the best features of ETFs and managed funds.
|Active share selection and review|
|Share transparency and control|
|Beneficial ownership of underlying shares|
Vues are monitored daily and formally reviewed by our investment committee on a quarterly basis – unless market conditions or significant company announcement warrant a more urgent review. If the investment committee decides to rebalance a Vue by removing a share and replacing it with another, Vue holders will be notified by email. You have the option to follow through and implement the changes in your Vue, but we do not automatically rebalance on your behalf.
Yes, you can create your own personalised Vue. Your Vue can consist of any share(s) you wish, provided they are one of the 20,000+ shares available on our platform. Research fees are not charged on custom Vues.
When you sell shares, proceeds will be credited to your account after the trade settles. Settlement generally occurs two to three business days after your sell order is executed, depending on the exchange. By default, the funds will be left in local foreign currency. If you want to convert funds to Australian Dollars, you can instruct us to do so on your behalf.