Oracle Emerging Companies Portfolio
Oracle’s Emerging Companies Portfolio provides investors diversity by investing in a range of small and medium sized stocks listed on the ASX.
Invest in Australia’s emerging stars
Portfolio top 10 holdings
Dicker Data (DDR)
Credit Corp (CCP)
Objective Corp (OCL)
Fisher Paykel Healthcare (FPH)
Collins Foods (CKF)
To provide investors with long-term capital growth and tax effective income. The portfolio aims to outperform its benchmark over a rolling 3-year period.
Listed ASX securities, primarily outside the S&P/ASX 200.
S&P/ASX Small Ordinaries Accumulation Index.
|Benchmark (S&P ASX Small Ordinaries Accumulation Index)||2.76%||20.28%||13.83%||20.28%||9.21%||13.46%|
- As at 31 December 2020
- Inception date is 1 July 2019
0.85% 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 Small Ordinaries Accumulation Index.