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)
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
Investment Philosophy
Portfolio Performance
| 1mth | FYTD | 3mth | 6mth | 1yr | Inception | |
| Emerging Companies | 1.15% | 15.36% | 0.68% | 8.63% | 36.54% | 9.38% |
| Benchmark (S&P ASX Small Ordinaries Accumulation Index) | 0.79% | 22.79% | 2.09% | 16.20% | 52.15% | 15.83% |
| Outperformance | 0.36% | -7.43% | -1.41% | -7.57% | -15.60% | -6.45% |
- As at 31 March 2021
- 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
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