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
Aussie Broadband Ltd.
Dicker Data Limited
Pacific Current Group
Regal Investment Fund
Seven Group Holdings
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)||-5.45%||-10.46%||-10.28%||-5.11%||-11.96%||0.39%|
- As at 31st October 2023
- Inception date is 1 July 2019
0.85% incl. GST