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)
Aristocrat Leisure (ALL)
Atlas Arteria (ALX)
REA Group (REA)
BHP Group (BHP)
Northern Star Resources (NST)
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.
ASX listed securities that have a market capitalisation similar in size to those in the S&P/ASX 200.
S&P/ASX 200 Accumulation Index
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.
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.
|Benchmark (S&P ASX 200 Accumulation Index)||-2.2%||3.1%||0.7%||3.1%||3.1%|
- As at 31 December 2019
- Inception date is 1 July 2019
0.75% incl. GST
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.
Have you considered one of our other portfolios?
Oracle Emerging Companies Portfolio
Exposure to Australia’s emerging leaders outside the ASX100.
Oracle Global Equities Portfolio
Investment Exposure to the biggest and best businesses in the world.
Oracle Fixed Income Portfolio
A reliable income stream through investment in fixed income securities.
Property Securities Portfolio
Invest in listed Australian property across a broad range of sectors.