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.
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
Charter Hall Group
Charter Hall Long WALE REIT
Dexus
Goodman Group
GPT Group
HomeCo Daily Needs REIT
Mirvac Group
Scentre Group
Stockland Corporation
Vicinity Centres
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
Jack Magann
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 | 3mth | 6mth | 1 yr | 2 yr p.a | Inception* | |
| Property Securities | -5.81% | -12.11% | -10.34% | -3.91% | -9.81% | -2.05% |
| Benchmark (S&P/ASX 300 Property Trust Accumulation Index) | -5.72% | -12.01% | -10.32% | -3.94% | -9.04% | -2.38% |
| Outperformance | -0.09% | -0.10% | -0.02% | 0.03% | -0.77% | 0.33% |
- As at 31st October 2023
- Inception date is 1 August 2019
Investment Fees
Management Fee
0.65% incl. GST
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?
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 Global Equities Portfolio
Investment Exposure to the biggest and best businesses in the world.
Oracle Fixed Interest Fund
A reliable income stream through investment in fixed income securities.