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||3mth||6mth||1yr||2yr p.a||3yr p.a||Inception*|
|Benchmark (MSCI All Country World Index – ex Australia)||5.44%||0.00%||-9.55%||-5.80%||10.65%||8.16%||11.28%|
- As at 31 July 2022
- 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$.