Oracle Capital Stable Portfolio
Oracle’s Capital Stable Portfolio invests across the Oracle equity and fixed income portfolios to provide stable and defensive income and capital growth.
The Oracle Managed Account Wholesale Series has been designed to be accessed via HUB24 Super only.
The Capital Stable Portfolio suits investors seeking a diversified portfolio that invests primarily in defensive assets with low volatility, reliable yield and a focus on capital preservation.
Investors in this portfolio are forgoing the potential for higher returns over the long term for relative security.
The investment universe includes listed ASX securities, cash, ETFs, corporate bonds, short-term money market securities, international securities, listed sub-debt, listed hybrids and listed property investments.
| Oracle Fixed Income Portfolio | 60% |
| Oracle Property Securities Portfolio | 0% |
| Oracle Australian Equities Portfolio | 30% |
| Oracle Emerging Companies Portfolio | 0% |
| Oracle Global Equities Portfolio | 0% |
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.
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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