High Growth Portfolio

Oracle High Growth Portfolio

Oracle’s High Growth Portfolio invests across the Oracle equity and fixed income portfolios with a focus on capital growth over a long term period.

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Invest for your future

Oracle’s High Growth Portfolio suits investors who seek a relatively high level of growth on investment capital, accept a high level of short-medium term capital volatility (loss) as a trade-off for long-term capital growth and are prepared to invest for the minimum investment timeframe.

Investors have the option to invest in one of two structures, depending on the investment size. Oracle offers two options: over $50,000 and $25,000-$50,000.

 

Over $50,000 Investment

Asset Class
Strategic Asset Range
Neutral
Cash 0-10% 2%
Oracle Fixed Income Portfolio 0-10% 0%
Oracle Property Securities Portfolio 0-15% 10%
Oracle Australian Equities Portfolio 40-60% 24%
Oracle Emerging Companies Portfolio 0-30% 20%
Oracle Global Equities Portfolio 30-60% 44%

Under $50,000 Investment

Asset Class
Strategic Asset Range
Neutral
Cash 0-10% 2%
Oracle Fixed Income Portfolio 0-10% 0%
Oracle Property Securities Portfolio 0-15% 0%
Oracle Australian Equities Portfolio 40-60% 49%
Oracle Emerging Companies Portfolio 0-15% 0%
Oracle Global Equities Portfolio 30-60% 49%

Investment Universe

Listed ASX Securities, cash, ETF’s, corporate bonds, short term money market securities, international securities, listed sub-debt, listed hybrids and listed property investments.

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.

Investment Fees

Investment Fee

0.85% incl. GST

How to invest in the Oracle High Growth 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?

Download 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.

Request a copy of the quarterly report in the form below

Call 02 4088 6444

Have you considered one of our other portfolios?

Oracle Capital Stable Portfolio

Invest in a diversified portfolio for stable and defensive income and capital growth.

Oracle Conservative Portfolio

Invest in a diversified portfolio focusing on yield and capital preservation.

Oracle Balanced Portfolio

Investing for medium term capital growth and income generation.

Oracle Growth Portfolio

Invest in a range of portfolios with a focus on high long term capital growth.

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