Capital Stable Portfolio

Oracle Capital Stable Portfolio

Oracle’s Capital Stable Portfolio invests across the Oracle equity and fixed income portfolios to provide stable and defensive income and capital growth.

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Invest for the future

Oracle’s Capital Stable Portfolio suits investors seeking a diversified portfolio that invests primarily in defensive assets with low volatility, reliable yield and a focus on capital preservation. Investors in this Fund are forgoing the potential for higher returns over the long term for relative security.

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 2-20% 10%
Oracle Fixed Income Portfolio 50-70% 60%
Oracle Property Securities Portfolio 0-15% 5%
Oracle Australian Equities Portfolio 10-30% 15%
Oracle Emerging Companies Portfolio 0-10% 0%
Oracle Global Equities Portfolio 0-25% 10%

Under $50,000 Investment

Asset Class
Strategic Asset Range
Neutral
Cash 2-20% 10%
Oracle Fixed Income Portfolio 50-70% 60%
Oracle Property Securities Portfolio 0-15% 0%
Oracle Australian Equities Portfolio 10-30% 30%
Oracle Emerging Companies Portfolio 0-10% 0%
Oracle Global Equities Portfolio 0-25% 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

0.6% incl. GST

How to invest in the Oracle Capital Stable 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 Conservative Portfolio

Invest in a diversified portfolio focusing on yield and capital preservation.

Oracle Balanced Portfolio

Investing for medium term capital growth and income generation.

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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