Oracle Balanced Portfolio
Oracle’s Balanced Portfolio invests across the Oracle equity and fixed income portfolios to provide capital growth and income over a medium term time frame.
Invest for your future
Oracle’s Balanced Portfolio suits investors who require a balanced portfolio, diversified across all major asset classes, seek capital growth over the medium to long term with a moderate level of income, accept a moderate degree of volatility (loss) associated with a relatively higher exposure to growth assets and are prepared to invest for the minimum investment timeframe
Investors have the option to invest in one of two structures, depending on the investment size. Oracle offers two options: over $50,000 and $25,000-$50,000.
Over $50,000 Investment
Asset Class |
Strategic Asset Range |
Neutral |
| Cash | 2-10% | 4% |
| Oracle Fixed Income Portfolio | 30-50% | 36% |
| Oracle Property Securities Portfolio | 0-15% | 6% |
| Oracle Australian Equities Portfolio | 10-30% | 20% |
| Oracle Emerging Companies Portfolio | 0-15% | 9% |
| Oracle Global Equities Portfolio | 15-40% | 25% |
Under $50,000 Investment
Asset Class |
Strategic Asset Range |
Neutral |
| Cash | 2-10% | 4% |
| Oracle Fixed Income Portfolio | 30-50% | 36% |
| Oracle Property Securities Portfolio | 0-15% | 0% |
| Oracle Australian Equities Portfolio | 40-70% | 60% |
| Oracle Emerging Companies Portfolio | 0-15% | 0% |
| Oracle Global Equities Portfolio | 0-20% | 0% |
Investment Universe
Listed ASX Securities, cash, ETF’s, corporate bonds, short term money market securities, international securities, listed sub-debt, listed hybrids and listed property investments.
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.
Investment Fees
Investment Fee
0.7% incl. GST
How to invest in the Oracle Balanced 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?
View 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.
Call 02 4088 6444
Have you considered one of our other portfolios?
Oracle Capital Stable Portfolio
Invest in a diversified portfolio for stable and defensive income and capital growth.
Oracle Conservative Portfolio
Invest in a diversified portfolio focusing on yield and capital preservation.
Oracle Growth Portfolio
For investors seeking long term capital growth and can withstand some volatility.
Oracle High Growth Portfolio
Invest in a range of portfolios with a focus on high long term capital growth.