Oracle Australian Equities Portfolio
The Portfolio includes large well-known Australian companies that we believe can deliver capital growth and a consistent dividend income to investors.
The Oracle Managed Account Wholesale Series has been designed to be accessed via HUB24 Super only.
Oracle’s Australian Equities Portfolio provides investors exposure to the largest 100 companies listed on the Australian Securities Exchange. We scour the market for companies with strong earnings growth, pricing power, and the likelihood of capital returns. We take a high-conviction approach to investing, focusing primarily on company fundamentals first, with a secondary emphasis on the macroeconomic environment.
To provide investors with long-term capital growth, dividends and tax effective income. The portfolio aims to outperform the S&P/ASX 100 benchmark over a rolling 3-year period.
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.
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.
Click here to view our Portfolio Update.
Peter is the founder and Managing Director of Oracle Investment Management and heads the Oracle investment committees.
Peter has over 35 years of experience in the financial services industry. In addition to equities research and portfolio construction, Peter has a sound understanding of income-bearing instruments, superannuation and financial planning.
Peter has spent 31 years with Morgans Financial (previously RBS Morgans, ABN Amro Morgans). Peter has a passion for investment research and portfolio construction.
Peter holds a Bachelor of Commerce from the University of Newcastle and has a diploma in Financial Services.
Luke is a Lead Portfolio Manager at Oracle Investment Management. Luke oversees the investment team and works alongside them in managing each portfolio.
Luke takes a long-term view in examining the market in search of excellent, high-growth companies that are available at an appropriate price. Luke uses his past experience in the private accounting industry in his analysis of ASX-listed companies.
Luke holds a Bachelor of Business (Management) from the University of Newcastle and a Master of International Business from the University of Sydney.
Luke is currently undertaking his CFA (Chartered Financial Analyst) qualification at the CFA Institute, having recently passed Level 1.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://oracleag.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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