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
Lowes
Home Depot
Microsoft
Costco
AON
Berkshire Hathaway
Medpace
Sketches
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
Johan Snyman
Investment Universe
Primarily large cap international securities listed on major international exchanges.
Benchmark
MSCI ACWI ex Australia in A$ (unhedged)
Investment Strategy
Investment Philosophy
Portfolio Performance
| 1mth | 3mth | 6mth | 1yr | 2yr p.a | 3yr p.a | Inception* | |
| Global Equities | 6.95% | -0.46% | -13.80% | -13.41% | 3.53% | 4.88% | 9.62% |
| Benchmark (MSCI All Country World Index – ex Australia) | 5.44% | 0.00% | -9.55% | -5.80% | 10.65% | 8.16% | 11.28% |
| Outperformance | 1.51% | -0.46% | -4.25% | -7.61% | -7.12% | -3.28% | -1.66% |
- As at 31 July 2022
- 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
2. Contact Oracle Advisory Group today or speak to an advisor to complete the process.
Not ready to invest yet?
View 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.
Call 02 4088 6444