Balanced Portfolio

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.

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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?

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 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.

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