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

Amazon.com, Inc.

Alphabet Inc.

Visa Inc.

Flutter Entertainment

JPMorgan Chase & Co.

Microsoft Corporation

Mastercard Inc.

Nvidia

Investor AB

Richemont

Investment Objective

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.

Portfolio Manager

Johan Snyman

Johan small

Investment Universe

Primarily large cap international securities listed on major international exchanges.

Benchmark

MSCI All Country World Index – ex Australia

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.

Portfolio Performance

As at 31 May 2024

1mth 3mth 6mth 1yr 2yr p.a 3yr p.a. 5yr p.a. Inception*
Global Equities 2.31% 0.93% 17.80% 22.12% 17.72% 8.33% 11.41% 11.37%
Benchmark (MSCI All Country World Index – ex Australia) 1.43% 0.81% 12.46% 18.34% 14.31% 9.50% 12.00% 12.14%
Outperformance 0.88% 0.12% 5.34% 3.78% 3.41% -1.17% -0.59% -0.77%

* Inception date is 1 March 2016

Portfolio performance is after investment manager fees and before administration and platform fees. Performance figures are calculated by HUB24 and aggregated monthly. These figures represent historical performance only. Past performance should not be taken as an indication of future performance. Individual Portfolio performance may vary depending on date of initial investment, contributions, withdrawals and individual investor’s nominated investment constraints (including tax).

Investment Fees

Management Fee

0.95% incl. GST

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?

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

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 Interest Fund

A reliable income stream through investment in fixed income securities.

Property Securities Portfolio

Invest in listed Australian property across a broad range of sectors.

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