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Frequently Asked Questions
General Questions
HALO Premium 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 Premium has been designed by professional fund managers to help investors save time, find better opportunities and make smarter decisions for their portfolios.
General Questions
HALO Premium 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 Premium can help.
Important:
Before making an investment decision, you should consider your personal circumstances, objectives and needs and seek a professional investment advice.
General Questions
HALO Global is a trading name of Halo Invest Limited, incorporated in England and Wales with company number 02472015. The content of the research service is provided by Halo Technologies Pty Ltd. Halo Invest Limited is a wholly owned subsidiary of Halo Technologies. Registered office: Unit 4 Danehill, Lower Earley, Reading, England, RG6 4UP. Authorised and regulated by the Financial Conduct Authority under the FCA Register Number 146853.
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.
General Questions
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 Model Portfolios, 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 Model Portfolios 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.
Performance
Our data feed shows the last price for each of your positions as at the close of the relevant stock market. As we operate in a number of international markets, there will be a delay in the performance data based on when the relevant market closes. For example, you will often see your performance data for US stocks in the late evening UK time, after the US market closes. However, your European stocks will have updated data available in the morning UK time, as European markets open earlier relative to the US markets.
Performance
The aggregate measure of Growth for a Model Portfolio is calculated using reported past and future earnings growth estimates. One notch signifies lower growth while five notches reflects higher growth potential.
The aggregate measure of Valuation for the Model Portfolio is calculated using relative values measures such as free cash flow yield, earnings yield, and other empirically tested metrics. One notch signifies relative expensiveness while five notches signifies relative cheapness.
The aggregate measure of Risk for the Model Portfolio is calculated using the standard deviation of the share prices of the underlying shares in the Model Portfolio over the past 12 months. One notch signifies a narrower share price trading band of the constituent stocks in the Model Portfolio, and consequently lower risk, while five notches signifies higher risk (and wider share price trading band).
Performance
One of the best features of HALO is the display of performance. We provide returns data in both dollar and percentage terms.
The performance of your overall portfolio or a Model Portfolio you have invested in is measured as:
Capital Gain/Loss + Income + Currency Gain/Loss = Total Return.
The meaning of each term is outlined below:
Capital Gain/Loss – The change in dollar value of the underlying holdings calculated over relevant period in local currency converted to AUD based on daily mid spot rate at 4:00pm (GMT). This may also be calculated as a percentage.
Income – The total cash dividend payments received over relevant period in local currency converted to GBP based on daily mid spot rate at 0:00 (GMT). This may also be calculated as a percentage.
Currency Gain/Loss – The dollar return derived from changes in the valuation of the underlying holdings due to exchange rate movements over relevant period converted to GBP based on daily mid spot rate at 0:00 (GMT). This may also be calculated as a percentage.
Total Return – The dollar sum of Capital Gain/Loss, Income, and Currency Gain/Loss. This may also be calculated as a percentage.
Portfolio performance is calculated by Sharesight. Performance calculation methodology can be found here.
Pricing
No, we don’t charge anything extra for customising or creating your own Model Portfolio.
Model Portfolios
Model Portfolios 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 Portfolio, but we do not automatically rebalance on your behalf. Once you have purchased a Model Portfolio, you have complete control over how the Model Portfolio 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.
Model Portfolios
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 Model Portfolios should be part of a broad investment strategy, where exposure to Model Portfolios 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 Portfolio, we will tell you what the minimum amount required is.
Model Portfolios
Unlike ETFs and managed funds, Model Portfolios give you full transparency and you can add/remove shares in a Model Portfolio. While we do recommend shares in Model Portfolios 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 Model Portfolios, 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.
Model Portfolios
HALO constructs Model Portfolios 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 Model Portfolios.
Model Portfolios
A Model Portfolio is a portfolio of 10 professionally-selected shares that align to a specific market, industry, trend, theme or investment style.
A Model Portfolio 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 Portfolio 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.
Model Portfolios 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.
Model Portfolios offer the following features and benefits:
- Expert research: Model Portfolios and their underlying shares are selected by an investment committee with more than 50 years combined experience in global equity markets.
- Ongoing monitoring: Model Portfolios 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.
- 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 Portfolio, change the amount you invest in each company and place each trade at a time of your choosing.
- Concentrated: Unlike most ETFs and managed funds, Model Portfolios are concentrated share portfolios that aim to outperform industry benchmarks and indexes.
- Cost-effective: We charge a competitive research fee when investing in a Model Portfolio. There are no ongoing performance or administration fees.
Security
We have developed an extremely secure infrastructure with several layers of security. All data is encrypted at rest and in transit, is protected by firewalls, and is backed up regularly.
General Questions
What is HALO Premium?
HALO Premium 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 Premium 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 Premium?
HALO Premium 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 Premium 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 Premium as an investment service provider?
HALO Global is a trading name of Halo Invest Limited, incorporated in England and Wales with company number 02472015. The content of the research service is provided by Halo Technologies Pty Ltd. Halo Invest Limited is a wholly owned subsidiary of Halo Technologies. Registered office: Unit 4 Danehill, Lower Earley, Reading, England, RG6 4UP. Authorised and regulated by the Financial Conduct Authority under the FCA Register Number 146853.
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
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 Model Portfolios, 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 Model Portfolios 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.
Performance
How recent is my data showing performance of my stocks / Model Portfolios?
Our data feed shows the last price for each of your positions as at the close of the relevant stock market. As we operate in a number of international markets, there will be a delay in the performance data based on when the relevant market closes. For example, you will often see your performance data for US stocks in the late evening UK time, after the US market closes. However, your European stocks will have updated data available in the morning UK time, as European markets open earlier relative to the US markets.
How do you calculate Growth, Valuation, and Risk measures?
The aggregate measure of Growth for a Model Portfolio is calculated using reported past and future earnings growth estimates. One notch signifies lower growth while five notches reflects higher growth potential.
The aggregate measure of Valuation for the Model Portfolio is calculated using relative values measures such as free cash flow yield, earnings yield, and other empirically tested metrics. One notch signifies relative expensiveness while five notches signifies relative cheapness.
The aggregate measure of Risk for the Model Portfolio is calculated using the standard deviation of the share prices of the underlying shares in the Model Portfolio over the past 12 months. One notch signifies a narrower share price trading band of the constituent stocks in the Model Portfolio, and consequently lower risk, while five notches signifies higher risk (and wider share price trading band).
How do you measure performance?
One of the best features of HALO is the display of performance. We provide returns data in both dollar and percentage terms.
The performance of your overall portfolio or a Model Portfolio you have invested in is measured as:
Capital Gain/Loss + Income + Currency Gain/Loss = Total Return.
The meaning of each term is outlined below:
Capital Gain/Loss – The change in dollar value of the underlying holdings calculated over relevant period in local currency converted to AUD based on daily mid spot rate at 4:00pm (GMT). This may also be calculated as a percentage.
Income – The total cash dividend payments received over relevant period in local currency converted to GBP based on daily mid spot rate at 0:00 (GMT). This may also be calculated as a percentage.
Currency Gain/Loss – The dollar return derived from changes in the valuation of the underlying holdings due to exchange rate movements over relevant period converted to GBP based on daily mid spot rate at 0:00 (GMT). This may also be calculated as a percentage.
Total Return – The dollar sum of Capital Gain/Loss, Income, and Currency Gain/Loss. This may also be calculated as a percentage.
Portfolio performance is calculated by Sharesight. Performance calculation methodology can be found here.
Pricing
Do I pay extra to customise a Model Portfolio or create my own?
No, we don’t charge anything extra for customising or creating your own Model Portfolio.
Model Portfolios
How are Model Portfolios updated and how often? Do you automatically rebalance the Model Portfolios in my holdings?
Model Portfolios 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 Portfolio, but we do not automatically rebalance on your behalf. Once you have purchased a Model Portfolio, you have complete control over how the Model Portfolio 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.
How much should I invest in Model Portfolios?
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 Model Portfolios should be part of a broad investment strategy, where exposure to Model Portfolios 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 Portfolio, we will tell you what the minimum amount required is.
How does investing in Model Portfolios compare to investing in ETFs or managed funds?
Unlike ETFs and managed funds, Model Portfolios give you full transparency and you can add/remove shares in a Model Portfolio. While we do recommend shares in Model Portfolios 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 Model Portfolios, 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.
How are Model Portfolios created?
HALO constructs Model Portfolios 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 Model Portfolios.
What is a Model Portfolio?
A Model Portfolio is a portfolio of 10 professionally-selected shares that align to a specific market, industry, trend, theme or investment style.
A Model Portfolio 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 Portfolio 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.
Model Portfolios 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.
Model Portfolios offer the following features and benefits:
- Expert research: Model Portfolios and their underlying shares are selected by an investment committee with more than 50 years combined experience in global equity markets.
- Ongoing monitoring: Model Portfolios 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.
- 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 Portfolio, change the amount you invest in each company and place each trade at a time of your choosing.
- Concentrated: Unlike most ETFs and managed funds, Model Portfolios are concentrated share portfolios that aim to outperform industry benchmarks and indexes.
- Cost-effective: We charge a competitive research fee when investing in a Model Portfolio. There are no ongoing performance or administration fees.