Property Securities

Oracle Property Securities Portfolio

Oracle offers investors exposure to Australia’s property market through our Property Securities Portfolio, comprising listed Australian real estate investment trusts and property companies.

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Invest in Australia’s Property Sector

Oracle’s Property Securities Portfolio provides investors exposure to Australia’s large and diverse property sector. Investing in a portfolio of ASX-listed property securities allows investors the opportunity to diversify their portfolio in property. The portfolio invests into a range of sectors including health care, retail, commercial and industrial properties.

Portfolio top 10 holdings

Goodman Group

Scentre Group

Dexus

GPT Group

Mirvac Group

Vicinity Centres

Charter Hall

National Storage

Growthpoint Properties

BWP Trust

Investment Objective

To provide investors with long-term capital growth and income. The portfolio aims to outperform its benchmark over a rolling 3 year period.

Portfolio Manager

Luke Winchester

Investment Universe

Listed ASX Securities that invest in and or Manage Property Investments.

Portfolio may invest in listed ETFs.

Benchmark

S&P/ASX 300 Property Trust Accumulation Index

Investment Strategy

To use active bottom up stock selection, focusing on buying quality companies at reasonable prices. The securities are assessed as meeting our investment criteria of reasonable earnings growth and a solid income stream.

Investment Philosophy

At Oracle we fundamentally believe that sustainable earnings growth drives companies’ share prices over the medium to long term. Finding these opportunities at a reasonable valuation is the key to superior returns over time.

Portfolio Performance

1mth FYTD 3mth 6mth 1 yr Inception*
Property Securities -0.43% 6.80% 5.67% 13.06% -13.38% -12.02%
Benchmark (S&P/ASX 300 Property Trust Accumulation Index) -0.28% 7.08% 6.41% 13.24% -17.18% -14.96%
Outperformance -1.15% -0.28% -0.75% -0.18% 3.79% 2.94%
  • As at 31 October 2020
  • Inception date is 1 August 2019

Investment Fees

Management Fee

0.65% incl. GST

Performance Fee

Nil

How to invest in the Property Securities 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 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 Global Equities Portfolio

Investment Exposure to the biggest and best businesses in the world.

Oracle Fixed Income Portfolio

A reliable income stream through investment in fixed income securities.

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