Oracle Australian Equities Portfolio
Oracle’s Australian Equities Portfolio includes large well-known Australian companies that we believe can deliver capital growth and a consistent dividend income to investors.
Invest in Australia’s leading companies
Oracle’s Australian Equities Portfolio provides investors exposure to the largest 200 companies listed on the Australian Securities Exchange. We scour the market for companies with strong earnings growth, pricing power, and the likelihood of capital returns. We take a high-conviction approach to investing, focusing primarily on company fundamentals first, with a secondary emphasis on the macroeconomic environment.
Portfolio top 10 holdings
CSL Limited (CSL)
Macquarie Group (MQG)
Carsales.com (CAR)
Altium (ALU)
Atlas Arteria (ALX)
REA Group (REA)
BHP Group (BHP)
Northern Star Resources (NST)
Cochlear (COH)
Resmed (RMD)
Investment Objective
To provide investors with long-term capital growth, dividends and tax effective income. The portfolio aims to outperform the S&P/ASX 200 benchmark over a rolling 3-year period.
Portfolio Manager
Luke Durbin
Investment Universe
ASX listed securities that have a market capitalisation similar in size to those in the S&P/ASX 200.
Benchmark
S&P/ASX 200 Accumulation Index
Investment Strategy
To use active bottom up stock selection, focusing on buying quality securities at reasonable prices. The securities are assessed as meeting our investment criteria of strong earnings growth and as likely to provide attractive returns to investors.
Investment Philosophy
At Oracle we fundamentally believe that sustainable earnings growth drives stock prices over the medium to long term. Finding these opportunities at a reasonable valuation is the key to superior returns over time.
Portfolio Performance
| 1mth | FYTD | 3mth | 6mth | 1yr | Inception* | |
| Australian Equities | 0.70% | 12.22% | 8.18% | 12.22% | 4.32% | 7.62% |
| Benchmark (S&P ASX 200 Accumulation Index) |
1.21% | 13.20% | 13.70% | 13.20% | 1.40% | 2.98% |
| Outperformance | -0.51% | -0.98% | -5.52% | -0.98% | 2.92% | 4.63% |
- As at 31 December 2020
- Inception date is 1 July 2019
Investment Fees
Management Fee
0.75% incl. GST
Performance Fee
15% including GST of any amount by which the portfolio’s investment return is greater than the return generated by the S&P/ASX Accumulation Index.
How to invest in the Australian Equities Portfolio
1. Read the Product Disclosure Statement
2. Contact Oracle Advisory Group today or speak to an advisor to complete the process.
Not ready to invest yet?
Download our latest quarterly report to get a great insight into our approach and our portfolios, or give one of our advisors a call to for more information on the best fit for you.
Request a copy of the quarterly report in the form below
Call 02 4088 6444
Have you considered one of our other portfolios?
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Property Securities Portfolio
Invest in listed Australian property across a broad range of sectors.