Oracle Fixed Income Portfolio
Oracle’s Fixed Income Portfolio provides a reliable income stream by investing in high quality fixed income securities.
Secure your wealth with reliable income
Oracle’s Fixed Income Portfolio provides investors a reliable income stream derived from a portfolio of high quality corporate bonds. Using a unique strategy combining capital growth and regular interest payments, investors can relax, knowing their capital is in safe hands while living off the income.
We invest in bonds that are issued to large banks and companies, many of which are listed on the Australian Securities Exchange as well as the United States or European stock exchanges.
Portfolio top 10 bond holdings
Macquarie Income Securities
National Income Securities
UBS Capital Notes
To provide a secure and predictable income stream with moderate capital growth. The portfolio aims to outperform the Bloomberg AusBond Bank Bill Index on an annual basis.
Primarily Australian Fixed Income including corporate bonds, listed sub-debt, listed hybrids and cash.
Bloomberg AusBond Bank Bill Index.
To invest in credit securities with strong management, and balance sheets that display characteristics such as sufficient liquidity and low levels of gearing. Diversification is achieved mainly through investment in securities across a range of industries.
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.
|1mth||FYTD||3mth||6mth||1 yr||3 yrs||Inception*|
|Fixed Income Portfolio||0.1%||2.4%||1.4%||2.4%||7.1%||22.7%||38.4%|
|Benchmark (Bloomberg AusBond Bank Bill Index)||0.1%||0.5%||0.2%||0.5%||1.5%||5.3%||12.7%|
- As at 31 December 2019
- Inception date is 1 March 2014
0.55% incl. GST
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