How do you measure performance?

One of the best features of Macrovue is the display of performance. We provide returns data in both dollar and percentage terms.

The performance of your overall portfolio or a Vue 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 AUD based on daily mid spot rate at 4:00pm (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 AUD based on daily mid spot rate at 4:00pm (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.