Research and invest on more than 30 global exchanges, with one cost-effective solution
Promoted by Halo Technologies
Designed by fund managers, tested by advisers and investors, HALO is the cost-effective way to help your clients invest directly in international shares. And with 26 thematic portfolios to choose from, HALO makes it easy to build a portfolio in moments, with transparent, real-time reporting and no administration fees.
Buoyed by record-low interest rates, central bank stimulus and a post-pandemic growth surge, international share-markets have been booming. And SMSF investors’ appetite for international shares has also been growing, as they seek out higher-performing investments in the face of low cash rates.
Recent research from Investment Trends found that one in two SMSF trustees has a positive outlook for international shares, with one in three planning to increase their exposure in FY2022.1 Yet until recently it’s often proved challenging for trustees and their advisers to research, build and manage international share portfolios, without incurring platform fees or administrative overheads.
Institutional-grade capabilities for your advice business
That’s where HALO comes in. Originally created by legendary Australian hedge fund manager, Nicolas Bryon, to power his own international trading, HALO is a global research and investment solution for SMSF advisers, designed to put you and your clients first.
HALO gives you instant access to over 30,000 global equities and ETFs across 32 different exchanges, including the ASX, NASDAQ, New York Stock Exchange, London Stock Exchange, Nikkei and more. It features institutional-grade investment and portfolio management tools to help you and your clients navigate international markets confidently – from premium broker research, to our powerful ProTools Scanner, and our market-leading charting interface.
HALO makes it easy to invest cost-effectively in the world's biggest and fastest growing companies in a way that supports your advice model and your clients’ goals.
And HALO is set to be integrated with Australia’s leading financial planning software solutions in the near future. HALO Technologies is working with providers including CLASS, BGL, SuperConcepts, Xplan, AdviserLogic, Plutosoft and Midwinter – so advised and direct clients will soon be able to view trading information and manage their investment reporting, compliance, and investment strategies on their platform of choice.
Thematic share portfolios with proven performance
HALO not only makes it easy to invest in individual securities, it also features 26 thematic share portfolios you can use to give your clients access to a selected basket of stocks in a single trade. Known as Vues, each 10 stock portfolio is designed to capture a key global trend, issue or investment style – from disruptive technologies and green tech, to international high dividend stocks, or even Warren Buffett’s top 10.
Over the past 12 months (to 29 November 2021) a majority of Vues have significantly outperformed the broader market, with top performers including Big Oil (up 45.11%), Car of the Future (up 34.42%), Bank on it (up 33.66%) and Genomics Revolution (up 27.73%).
Each Vue is transparently constructed, with your client remaining the beneficial owner of the shares in their portfolio, so there are no hidden costs or unexpected divergences between market and portfolio performance. Either as part of a larger portfolio, or as a targeted exposure to capitalise on significant market trends, Vues can be an effective tool for engaging your clients and introducing them to global markets – especially younger clients attracted to themes like Luxury Goods or the Internet of Things.]
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HALO is a service provided by HALO Technologies Pty Ltd ABN 54 623 830 866, Corporate Authorised Representative 1261916 of Macrovue Pty Ltd.
Please read our Financial Services Guides which contain information about us and the financial services and our Privacy Policies available at www.macrovue.com.au and halotechnologies.com.au.
The information in this email has been prepared without taking into account your objectives, financial situation or needs. For this reason, you should consider the appropriateness of the advice in light of your own objectives, financial situation or needs before acting on the advice in this article.
Macrovue Limited is wholly owned by Halo Technologies Pty Ltd and are subsidiaries of Amalgamated Australian Investment Group Limited ABN 81 140 208 288.
Past performance is not a reliable indicator of future performance. Investment in securities involves risk. Share prices rise and fall. The payment of dividends and the return of capital are not guaranteed. Investing in overseas markets exposes you to additional risks including those related to movements in foreign currency exchange rates.
1 Investment Trends 2021 SMSF Investor Report.