Global Equities

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.

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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

Facebook

Microsoft

Amazon

Costco

PayPal

Tencent

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.
Read more about our Investment Approach

Portfolio Performance

1mth FYTD 3mth 6mth 1yr 2yr 3yr Inception*
Global Equities 3.76% 9.25% 4.63% 5.15% 17.75% 13.60% 12.53% 12.52%
Benchmark (MSCI ACWI ex Aus unhedged) 4.40% 17.21% 5.97% 12.74% 24.04% 13.23% 12.39% 13.23%
Outperformance -0.65% -7.96% -1.34% -7.59% -6.29% 0.38% 0.14% -0.71%
    • As at 31 March 2021
    • 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

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