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
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)
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.
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.
|1mth||FYTD||3mth||6mth||1 yr||3 yr||Inception*|
|Benchmark (MSCI ACWI ex Aus unhedged)||-0.4%||8.9%||4.6%||8.9%||26.9%||46.4%||69.4%|
- As at 31 December 2019
- 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$.
Have you considered one of our other portfolios?
Oracle Emerging Companies Portfolio
Exposure to Australia’s emerging leaders outside the ASX100.
Oracle Australian Equities Portfolio
Exposure to Australia’s largest and best known ASX-listed companies.
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.