Emerging Companies

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.

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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

Dicker Data (DDR)

Bravura (BVS)

Credit Corp (CCP)

Altium (ALU)

Appen (APX)

Objective Corp (OCL)

Fiducian (FID)

Fisher Paykel Healthcare (FPH)

Rhipe (RHP)

Collins Foods (CKF)

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

Luke Winchester

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 FYTD 3mth 6mth Inception
Emerging Companies -1.4% 1.4% 18.4% -6.3% 1.4%
Benchmark (S&P ASX Small Ordinaries Accumulation Index) -2.0% -5.7% 23.9% -9.2% -5.7%
Outperformance 0.5% 7.1% -5.5% 2.9% 7.1%
  • As at 30 June 2020
  • Inception date is 1 July 2019

Investment Fees

Management Fee

0.85% incl. GST

Performance Fee

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.

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?

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 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 Income Portfolio

A reliable income stream through investment in fixed income securities.

Property Securities Portfolio

Invest in listed Australian property across a broad range of sectors.

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