Australian Equities

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.

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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 Inception*
Australian Equities 3.0% 5.3% 7.5% 2.2% 4.8%
Benchmark
(S&P ASX 200 Accumulation Index)
2.8% 3.3% 6.0% -4.5% -4.6%
Outperformance 0.2% 2.0% 1.5% 6.6% 9.3%
  • As at 31 August 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?

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.

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