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  5. Oracle Fixed Interest Ordinary Units - Managed fund profile

Oracle Fixed Interest Ordinary Units - Managed Fund

Fund Objective
The portfolio aims to outperform the Bloomberg AusBond Credit 0 Yr Index on an annual basis.
Fund Strategy
The Investment Manager's strategy for the Fund is to invest in credit (income) securities issued by companies with strong management and with balance sheets that the Investment Manager considers display characteristics such as sufficient liquidity and low levels of gearing. It is intended to achieve diversification over time; through investment in securities across a range of industries.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.66% 2.39% 4.98% 9.99% 8.34% 5.8% -% -%
Growth return -0.19% -0.27% 1.46% -0.65% 1.63% 1.39% -% -%
Income return 0.85% 2.66% 3.52% 10.64% 6.71% 4.41% -% -%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return 0.93% 1.63% 1.16% 4.18% 3.85% 0.32% -0.59% 1.9%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
93.76%
Australian Equities
1.07%
International Equities
0.47%
Cash
4.59%
Property
0.06%
Alternatives
0.04%

General Information

Fund Details
Type Description
Oracle Fixed Interest Ordinary Units
One Managed Investment Funds Limited
OIM4866AU
Bonds - Australia
starstarstarstarstar (as at 31 Jan 2025)
Investment Fund
14 Jan 2022
n/a
$1.024 (as at 4 Mar 2025)
$1.024 (as at 4 Mar 2025)
Open
Offer information
Type Description
MER 0.70% (as at 18 Jul 2022)
Indirect Cost Ratio (ICR) 0.67% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $5,000.00
Minimum additional investments $1,000.00

FAQs about the Oracle Fixed Interest Ordinary Units

The objective of the Oracle Fixed Interest Ordinary Units managed fund is The portfolio aims to outperform the Bloomberg AusBond Credit 0+ Yr Index on an annual basis.

The strategy of the Oracle Fixed Interest Ordinary Units managed fund is The Investment Manager's strategy for the Fund is to invest in credit (income) securities issued by companies with strong management and with balance sheets that the Investment Manager considers display characteristics such as sufficient liquidity and low levels of gearing. It is intended to achieve diversification over time; through investment in securities across a range of industries.

The APIR code of the Oracle Fixed Interest Ordinary Units managed fund is OIM4866AU.

Oracle Fixed Interest Ordinary Units’s total return last month was 0.66%. This was made up of a growth return of -0.19% and an income return of 0.85%. These returns were calculated as at 28 Feb 2025.

Oracle Fixed Interest Ordinary Units’s total return for the last three months was 2.39%. This was made up of a growth return of -0.27% and an income return of 2.66%%. These returns were calculated as at 28 Feb 2025.

Oracle Fixed Interest Ordinary Units’s one-year total return is 9.99%. This was made up of a growth return of -0.65% and an income return of 10.64%. These returns were calculated as at 28 Feb 2025.

Oracle Fixed Interest Ordinary Units’s one-year total return is 5.8%. This was made up of a growth return of 1.39% and an income return of 4.41%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the Oracle Fixed Interest Ordinary Units managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Alternatives
0%

The Responsible Entity for the Oracle Fixed Interest Ordinary Units managed fund is One Managed Investment Funds Limited.

The Oracle Fixed Interest Ordinary Units managed fund belongs to the Bonds - Australia sector/asset class.

As at , the size of the Oracle Fixed Interest Ordinary Units managed fund was $ million.

The Oracle Fixed Interest Ordinary Units managed fund has an inception date of 14 Jan 2022.

The current entry price of the Oracle Fixed Interest Ordinary Units managed fund is $1.024 per unit and the current exit price is $1.024 per unit (as at 4 Mar 2025).

The current exit price of the Oracle Fixed Interest Ordinary Units managed fund is $1.024 per unit and the current entry price is $1.024 per unit (as at 4 Mar 2025).

The minimum initial investment amount for the Oracle Fixed Interest Ordinary Units managed fund is $5,000. Minimum additional investment is $1000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.