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
Oracle’s Emerging Companies Portfolio provides investors diversity by investing in a broad portfolio of small- to mid-sized companies listed on the ASX. Using a high-conviction, fundamental analysis, we hand pick stocks outside of the top 100 that we asses as poised for rapid growth and trading at a reasonable valuation.
Portfolio top 10 holdings
AUB Group
Aussie Broadband Ltd.
Bapcor Limited
Dicker Data Limited
Laserbond Limited
Lovisa Holdings
Newscorp
Pacific Current Group
Regal Investment Fund
Seven Group Holdings
Investment Objective
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.
Portfolio Manager
Jack Magann
Investment Universe
Listed ASX securities, primarily outside the S&P/ASX 200.
Benchmark
S&P/ASX Small Ordinaries 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 | 3mth | 6mth | 1yr | 2yr p.a | Inception | |
| Emerging Companies | -7.86% | -7.42% | -4.90% | -4.86% | -13.67% | 1.92% |
| Benchmark (S&P ASX Small Ordinaries Accumulation Index) | -5.45% | -10.46% | -10.28% | -5.11% | -11.96% | 0.39% |
| Outperformance | -2.41% | 3.04% | 5.38% | 0.25% | -1.71% | 1.53% |
- As at 31st October 2023
- Inception date is 1 July 2019
Investment Fees
Management Fee
0.85% incl. GST
How to invest in the Emerging Companies 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 Australian Equities Portfolio
Exposure to Australia’s largest and best known ASX-listed companies.
Oracle Global Equities Portfolio
Exposure to Australia’s largest and best known ASX-listed companies.
Oracle Fixed Interest Fund
A reliable income stream through investment in fixed income securities.
Property Securities Portfolio
Invest in listed Australian property across a broad range of sectors.