Oracle Property Securities Portfolio
Oracle offers investors exposure to Australia’s property market through our Property Securities Portfolio, comprising solely of 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 equity and their property exposure as the portfolio typically invests through a range of sectors including health care, retail, commercial and the industrial space.
Portfolio top 10 holdings
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 strong earnings growth and as likely to provide attractive returns to investors.
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.
|Benchmark (S&P/ASX 300 Property Trust Accumulation Index)||-4.2%||-2.2%||-0.7%||-3.44%|
^as at 31 December 2019
* Inception date is 1 August 2019
0.65% incl. GST
How to invest in the Property Securities 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.
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.
Oracle Fixed Income Portfolio
A reliable income stream through investment in fixed income securities.