Oracle Fixed Interest Fund Portfolio
The Fund provides a reliable income stream by investing in high quality fixed income securities.
The Oracle Managed Account Wholesale Series has been designed to be accessed via HUB24 Super only.
Oracle’s Fixed Interest Fund provides investors a reliable income stream derived from a portfolio of high quality 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.
We invest in bonds that are issued to large banks and companies, many of which are listed on the Australian Securities Exchange as well as the United States or European stock exchanges.
The Investment Objective is 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.
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.
Click here to view our Portfolio Update.
Oracle Investment Management is a boutique investment manager that provides innovative investment solutions for individuals, families and superannuation funds that are seeking to build their wealth.
We specialise in the active management of equity and fixed-income portfolios that can be tailored to individual circumstances. At Oracle, we follow an active, high-conviction investing philosophy combined with a bottom-up growth investment process. The Oracle team applies growth, quality, and valuation tests to companies while positioning their investment style towards quality businesses that display sound growth opportunities.
We look for great businesses, with enduring competitive advantages that are trading at a discount to our calculation of intrinsic or fair value. We focus on the long-term prospects of the businesses rather than the day-to-day gyrations that occur in the market on a regular basis. Our experienced investment team have developed a proprietary approach to scouring the markets for the best investment opportunities, with the aim of providing investors with consistently superior investment returns.
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.
James is a portfolio manager at Oracle Investment Management, focused solely on the Oracle Fixed Interest Fund.
James has over 15 years of experience in the financial services industry and is a fixed-interest product specialist with extensive experience across all sectors of the Australian debt capital markets. James manages the fund by selecting capital-stable, income-producing securities, and prioritising assets that rank highest in the capital structure of corporate issuers.
James is also Executive Director at Income Asset Management – Capital Markets Division (ASX code: IAM). He holds a Masters of Business Administration from Macquarie Graduate School of Management (MGSM) and a Diploma of Financial Markets (Debt and RG146) from the Australian Financial Markets Association.
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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