Oracle Global Equities Portfolio
Oracle’s Global Equities Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.
Invest in the world’s best companies
Portfolio top 10 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.
Primarily large cap international securities listed on major international exchanges.
MSCI ACWI ex Australia in A$ (unhedged)
|1mth||FYTD||3mth||6mth||1 yr||3 yr||Inception*|
|Benchmark (MSCI ACWI ex Aus unhedged)||-0.1%||4.0%||4.0%||10.0%||4.3%||10.5%||11.8%|
- As at 30 September 2020
- Inception date is 1 March 2016
0.95% incl. GST
15% including GST of any amount by which the Portfolio’s investment return is greater than the return generated by the MSCI ACWI ex Australia Index in AUD$.