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
Seek
Liberty
Société Générale
ANZ Bank
Emirates
Westpac
Brisbane Airport
National Income Securities
Qantas
Investment Objective
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.
Portfolio Manager
Joshua Durbin
Investment Universe
Primarily Australian Fixed Income including corporate bonds, listed sub-debt, listed hybrids and cash.
Benchmark
Bloomberg AusBond Bank Bill Index.
Investment Strategy
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.
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 | 1 yr | 3 yrs | Inception* | |
| Fixed Income Portfolio | 0.05% | 5.82% | 4.54% | 5.82% | 1.67% | 4.83% | 5.12% |
| Benchmark (Bloomberg AusBond Bank Bill Index) | 0.00% | 0.05% | 0.02% | 0.05% | 0.37% | 1.26% | 1.81% |
| Outperformance | 0.05% | 5.78% | 4.52% | 5.78% | 1.30% | 3.57% | 3.31% |
- As at 31 December 2020
- Inception date is 1 March 2014
Investment Fees
Management Fee
0.55% incl. GST
Performance Fee
Nil
How to invest in the Fixed Income 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
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