Notice of updates
We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.
Read FSG
Notice of updates
We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.
Read FSG
HALO
The investment objective is to outperform the M.S.C.I. World Aerospace and Defense Index over a three-year investment horizon. The portfolio is intended as a long-term investment with low stock turnover. It is reviewed and rebalanced (if required) quarterly.
Europe's key economies are likely to spend more on defense as Russia's invasion of Ukraine reinforced the proximity of real threats within the region. Effective deterrents would require spending to more than double to about $500 billion or greater with land forces needing the largest overhaul, although air force and navy programs cost more.
The U.S. 2023 defence budget of $816.7 billion was one of the largest ever. American military spending as a percent of GDP remains one of the highest in the world at 3.7%. In 2024 the defence budget will exceed US$850 billion another record. Geopolitical tensions are not improving so it’s likely this will increase over time no matter which party is in the White House.
Canada has also just announced they will spend some $30 billion over two decades, with nearly $4 billion happening in the next six years, in order to secure their Arctic regions. Canadian officials say the threat to the north has escalated following Russia’s invasion of Ukraine. Add to that the very real possibility of China invading Taiwan, the powder keg that is the Middle East, not to mention Iran’s nuclear ambitions and you could come to the conclusion that the world is still a dangerous place.
Models are reviewed every 3 months and updated if necessary. We will notify you of changes, if any. You have the option to follow through and implement the changes in your Model, but we do not automatically rebalance on your behalf. Once you have purchased a Model, you have complete control over how the Model is managed, meaning you can decide to change the allocations to something that may better suit your personal circumstances, or remain invested in better performers over time.
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.:
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:
Exploring opportunities in the expanding markets driving the future of global economies.
Investing in the brands and behaviors shaping the way we live, work, and shop.
Investing in undervalued sectors and companies for steady, reliable returns.
Backing the breakthroughs redefining healthcare and changing lives worldwide.
How do we live in a greener, clearer and more sustainable world?
Harnessing disciplined, data-driven strategies to deliver reliable, long-term investment outcomes.
