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
Oracle’s Global Equities Portfolio provides investors unique exposure to some of the largest, most profitable, and fastest growing companies in the world. Using our proprietary screening methodologies, we scour world indices for companies riding secular tailwinds, experiencing growth, while also trading at a reasonable valuation.
Portfolio top 10 holdings
Mastercard
Visa
Berkshire Hathaway
Alphabet
Microsoft
Amazon
Costco
DIP Corp
Home Depot
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
Nick Cummings
Investment Universe
Primarily large cap international securities listed on major international exchanges.
Benchmark
MSCI ACWI ex Australia in A$ (unhedged)
Investment Strategy
To use active bottom up stock selection, focusing on buying quality securities at reasonable prices. The securities are assessed as meeting our investment criteria of strong earnings growth and as likely to provide attractive returns to investors.
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 yr | Inception* | |
| Global Equities | -1.1% | 9.3% | 3.5% | 9.3% | 33.5% | 54.8% | 63.1% |
| Benchmark (MSCI ACWI ex Aus unhedged) | -0.4% | 8.9% | 4.6% | 8.9% | 26.9% | 46.4% | 69.4% |
| Outperformance | -0.7% | 0.4% | 1.2% | 0.4% | 6.6% | 8.4% | -4.3% |
- As at 31 December 2019
- Inception date is 1 March 2016
Investment Fees
Management Fee
0.95% 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 MSCI ACWI ex Australia Index in AUD$.
How to invest in the Global Equities 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
Have you considered one of our other portfolios?
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Oracle Fixed Income Portfolio
A reliable income stream through investment in fixed income securities.
Property Securities Portfolio
Invest in listed Australian property across a broad range of sectors.