Oracle Property Securities Portfolio
The Fund offers investors exposure to Australia’s property market through our Portfolio, comprising listed Australian real estate investment trusts and property companies.
The Oracle Managed Account Wholesale Series has been designed to be accessed via HUB24 Super only.
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 portfolio in property. The portfolio invests in a range of sectors including health care, retail, commercial and industrial properties.
The Investment Objective is to provide investors with long-term capital growth and income. The portfolio aims to outperform its benchmark over a rolling 3-year period.
The Investment Universe has listed ASX Securities that invest in and or Manage Property Investments. The portfolio may invest in listed ETFs.
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 reasonable earnings growth and a solid income stream.
At Oracle we fundamentally believe that sustainable earnings growth drives companies’ share 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.
Jack is an Equity Research Analyst at Oracle Investment Management.
Jack seeks to find growing companies, with a proven track record, which meet Oracle’s investment criteria that are trading at a discount to our calculation of their intrinsic valuation.
Jack holds a Master of Commerce from Charles Sturt University, majoring in Applied Finance.
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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