VUE | GLOBAL TRENDS

Carbon Neutrality and Energy Security

1 YEAR RETURN

9.92

As at 28/3/2025

1 MONTH RETURN

-0.83

As at 28/3/2025

6 MONTH RETURN

-3.56

As at 28/3/2025

DIVIDEND YIELD

2.18

As at 28/3/2025

1 YEAR RETURN

9.92

As at 28/3/2025

1 MONTH RETURN

-0.83

As at 28/3/2025

6 MONTH RETURN

-3.56

As at 28/3/2025

DIVIDEND YIELD

2.18

As at 28/3/2025

Learn more about this portfolio

Portfolio Overview

SUMMARY

The Carbon Neutrality and Energy Security portfolio comprises ten companies that are key contributors to and direct beneficiaries of the path to carbon neutrality and regional energy security. Governments are committed to achieving carbon neutrality by 2050 (most developed countries), 2060 (China) and 2070 (India). The recent energy shortage in Europe caused by the geopolitical tensions between Russia and Ukraine increased the urgency for major economies to enhance energy security.

BRANDS IN THIS VUE

Investment Strategy

STRATEGY

Private investment into U.S. clean-energy assets reached a record $105 billion in 2021 as the country added an unprecedented amount of renewable-power capacity. Last year’s $550 billion in energy and climate investments were proposed in the $2-trillion Build Back Better bill, which was then revised to US$370 billion in a variety of low-carbon energy technologies on top of more than $200 billion in clean-energy and climate investments that lawmakers approved in a major infrastructure bill in 2021, indicating US’s efforts and climate commitments. For Europe and China, energy security is vital to their sustainable development as the EU’s and China’s reliance on imports are similarly high at approximately 70% (crude oil) and 40% (natural gas), which will make them vulnerable to the threat of energy cut off when geographical tensions rise. Similar situations apply to other resource-tight or resource-scarce countries such as India, Japan and Korea. The cost for Europe to switch to clean energy by 2050 will be $5.3 trillion, according to a new report from low-carbon research specialist BloombergNEF (BNEF). China is estimated to spend over $1 trillion from 2021-2030 and near $18 trillion by 2060. Carbon Neutrality and Energy security requires 3 pivots of the energy system: 1) wind and solar (from upstream suppliers to downstream developers) to be one pivot of the whole system; 2) hydro, nuclear power, gas turbines or even cleaner coal as a complementing pivot because solar and wind are subject to volatility and restriction from whether conditions; 3) smart grid, transmission networks, battery, pumped hydro, green hydrogen, EV related areas to be the stabilizing pivot which helps either store or better utilize energy. The portfolio is well diversified into the abovementioned industries and regions, which also weighs the relative competitive advantages across regions. For instance, the US’s leadership in hydrogen and EV, Europe in renewable energy generating facilities (especially offshore wind) and various transmission networks, and China in solar, wind, EV and batteries.

OBJECTIVE

The investment objective is to outperform the M.S.C.I. ACWI IMI Clean Energy Infrastructure Index and M.S.C.I. ACWI IMI Renewables and Energy Efficiency 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.

TIMEFRAME

3+ Years

Vue Metrics

VUE PERFORMANCE

INVESTOR SUITABILITY

The Carbon Neutrality and Energy Security Portfolio may be suitable for investors who have an investor horizon of 3+ years, and a moderate risk tolerance.

MARKET CAP OF SHARES IN PORTFOLIO

Where and what will I be investing in?


UNITED STATES
30%

CHINA
30%

SPAIN
10%

DENMARK
10%

ITALY
10%
INDUSTRIES YOU WILL BE INVESTING IN

The research team

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.

Clay Carter

Head of Investment Committee


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.

FEES

0.8%*
Research fee
on market value
of the holdings


*For non-direct clients,
please refer to your
adviser for total fees
payable
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.

FAQ

Frequently Asked Questions

General Questions

What is HALO Global?
General Questions

What is HALO Global?

HALO Global is a equities research and execution solution that allows users to analyse and invest in over 35,000 shares and ETFs across 30 exchanges.

HALO Global has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.

Why should I use HALO Global?
General Questions

Why should I use HALO Global?

HALO Global has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.

If you are serious about improving your performance and growing your wealth, HALO Global can help.

 

Important:

Before making an investment decision, you should consider your personal circumstances, objectives and needs and seek a professional investment advice.

How can I trust HALO Global as an investment service provider?
General Questions

How can I trust HALO Global as an investment service provider?

HALO Global is offered by HALO Technologies Pty Ltd ABN 54 623 830 866 which is a Corporate Authorised Representative No 1261916 of Macrovue Pty Ltd ABN 98 600 022 679, the holder of an Australian Financial Services Licence No 484264. Please read our Financial Services Guide for further information. We are also one of the few Australian companies to be registered as a Qualified Intermediary with the IRS in the U.S.

We have strong governance procedures in place and the management team has several decades of experience with leading fund managers, brokerages, and investment banks. Please see our About Us page for more information.

Our Philosophy
General Questions

Our Philosophy

There are many great ideas out there. Finding discerning ways to turn those ideas into equity investments can be daunting when you have reams of data and information to wade through and limited access to professional analysis.

At HALO, we do the hard work for you. Our team is dedicated to constructing portfolios of 10 stocks each, called Vues, that give you exposure to a selected theme, while also allowing you the flexibility and control to fine-tune as you go.

We are targeting do-it-yourself investors looking for a new way to invest a portion of their savings and engaged in deciding how best to allocate their money. Our users demand the transparency and control that much of the superannuation industry doesn’t provide.

We are committed to looking beyond our own beautiful shores to opportunities in the world’s largest and most dynamic economies so that you don’t miss investing in the next chapter of China’s growth story or the U.S. recovery or the Internet of Things that’s reshaping our lives. The majority of our Vues are blind to borders, looking only for the stocks that best express a theme. So, not only are you diversified through multiple companies, you are also geographically diversified.

Come join us and explore a new world of ideas.