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
Rural Funds Group
Charter Hall Social Infrastructure REIT
Hotel Property Investments
Charter Hall Retail REIT
Centuria Office REIT
To provide investors with long-term capital growth and income. The portfolio aims to outperform its benchmark over a rolling 3 year period.
Listed ASX Securities that invest in and or Manage Property Investments.
Portfolio may invest in listed ETFs.
S&P/ASX 300 Property Trust Accumulation Index
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.
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.
|1mth||3mth||6mth||1 yr||2 yr p.a||Inception*|
|Benchmark (S&P/ASX 300 Property Trust Accumulation Index)||0.69%||3.72%||2.76%||16.39%||23.86%||4.24%|
- As at 30 April 2022
- Inception date is 1 August 2019
0.65% incl. GST
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.