Oracle Global Equities Portfolio

Oracle’s Global Equities Portfolio gives investors exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges.

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Invest in the world’s best companies

Oracle’s Global Equities Portfolio provides investors unique exposure to some of the largest, most profitable, and fastest growing companies in the world. Using our proprietary screening methodologies, we scour world indices for companies riding secular tailwinds, experiencing growth, while also trading at a reasonable valuation.

Portfolio top 10 holdings

Mastercard

Visa

Berkshire Hathaway

Alphabet

Facebook

Microsoft

Amazon

Costco

DIP Corp

Home Depot

Investment Objective

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

Portfolio Manager

Nick Cummings

Investment Universe

Primarily large cap international securities listed on major international exchanges.

Benchmark

MSCI ACWI ex Australia in A$ (unhedged)

Investment Strategy

To use active bottom up stock selection, focusing on buying quality securities at reasonable prices. The securities are assessed as meeting our investment criteria of strong earnings growth and as likely to provide attractive returns to investors.

Investment Philosophy

At Oracle we fundamentally believe that sustainable earnings growth drives share prices over the medium to long term.

Portfolio Performance^

1mth FYTD 3mth 6mth 1 yr 3 yr Inception*
Global Equities -1.1% 9.3% 3.5% 9.3% 33.5% 54.8% 63.1%
Benchmark (MSCI ACWI ex Aus unhedged) -0.4% 8.9% 4.6% 8.9% 26.9% 46.4% 69.4%
Outperformance -0.7% 0.4% 1.2% 0.4% 6.6% 8.4% -4.3%

^ As at 31 December 2019
* Inception date is 1 March 2016

Investment Fees

Management Fee

0.95% incl. GST

Performance Fee

15% of any amount by which the Portfolio’s investment return is greater than the return generated by the MSCI ACWI ex Australia Index in AUD$.

How to invest in the Global Equities 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 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.

Property Securities Portfolio

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

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