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
Costco Wholesale Corp
JPMorgan Chase & Co.
To provide investors with long-term capital growth and tax effective income.
The portfolio aims to outperform its benchmark over a rolling 7-year period.
Primarily large cap international securities listed on major international exchanges.
MSCI ACWI ex Australia in A$ (unhedged)
|Benchmark (MSCI All Country World Index – ex Australia)||-1.47%||-4.41%||1.58%||9.72%||1.29%||10.74%|
- As at 31st October 2023
- Inception date is 1 March 2016
0.95% incl. GST