Oracle Fixed Income Portfolio
Oracle’s Fixed Income Portfolio provides a reliable income stream by investing in investment grade fixed income securities.
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
Ford Motor Company
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.
Primarily Australian Fixed Income including corporate bonds, listed sub-debt, listed hybrids and cash.
Bloomberg AusBond Bank Bill Index.
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.
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.
|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%|
^as at 31 December 2019
* Inception date is 1 March 2014
0.55% incl. GST
How to invest in the Fixed Income Portfolio
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.
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Have you considered one of our other portfolios?
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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.