Oracle Fixed Income Portfolio

Oracle’s Fixed Income Portfolio provides a reliable income stream by investing in investment grade fixed income securities.

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Secure your wealth with reliable income

Oracle’s Fixed Income securities provides investors a reliable income stream derived from a portfolio of investment grade corporate bonds. Using a unique strategy combining capital growth and regular interest payments, investors can relax, knowing their capital is in safe hands while living off the income.

Companies are usually listed on the Australian Securities Exchange but will also include some large, international companies as well.

Portfolio top 10 holdings

Macquarie Income Securities

National Income Securities

UBS Capital Notes

Société Générale

ANZ Bank 

Ford Motor Company

Westpac

Elanor

Pacific National

Qantas

Investment Objective

To provide a return comprised of a secure and predictable income stream with moderate capital growth. The portfolio aims to outperform the Bloomberg AusBond Bank Bill Index on an annual basis.

Portfolio Manager

Peter Durbin

Investment Universe

Primarily Australian Fixed Income including corporate bonds, listed sub-debt, listed hybrids and cash.

Benchmark

Bloomberg AusBond Bank Bill Index.

Investment Strategy

To invest in credit securities with strong management, and balance sheets that display characteristics such as sufficient liquidity and low levels of gearing. Diversification is achieved mainly through investment in securities across a range of industries.

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^

1mth FYTD 3mth 6mth 1 yr 3 yrs Inception*
Fixed Income Portfolio 0.1% 2.4% 1.4% 2.4% 7.1% 22.7% 38.4%
Benchmark (Bloomberg AusBond Bank Bill Index) 0.1% 0.5% 0.2% 0.5% 1.5% 5.3% 12.7%
Outperformance 0.0% 1.9% 1.2% 1.9% 5.6% 17.4% 25.8%

^as at 31 December 2019
* Inception date is 1 March 2014

Investment Fees

Management Fee

0.55% incl. GST

Performance Fee

Nil

How to invest in the Fixed Income 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 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 Emerging Companies Portfolio

Exposure to Australia’s emerging leaders outside the ASX100.

Property Securities Portfolio

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

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