Oakleigh Investment Management
Investor Solutions
Oakleigh Investment Management was established to deliver investment solutions with the objective of generation of real returns.
Portfolios are constructed using cycle-aware strategies that adapt to changing market environments with a focus on capital preservation across the full investment cycle, dynamic asset allocation and disciplined risk management.
Central to this approach is a commitment to investment quality, clarity of structure and portfolio transparency.
Managed Account Options for Investors:
Oakleigh Flagship Equities Portfolio
Oakleigh Multi Asset Growth Portfolio
Oakleigh 18.6 Strategic Investment Portfolio
Managed Funds for Wholesale Investors Only:
Oakleigh 18.6 Strategic Investment Fund
Oakleigh Jupiter Fund
Managed Accounts Available to Retail & Wholesale Investors
| Oakleigh Flagship Equities Portfolio Learn More | Oakleigh Multi Asset Growth Portfolio Learn More | Oakleigh 18.6 Strategic Investment Portfolio Learn More | |
|---|---|---|---|
| Investment Objective | This "bluechip" portfolio aims to achieve a return of CPI + 5% p.a. over rolling 5-year periods. | This diversified portfolio across asset classes is designed to generate returns exceeding CPI by 3.5%. | An investment solution tailored to a philosophy driven by the long-term cyclical real estate and banking cycle. |
| Launched | 2020 | 2020 | 2021 |
| Benchmark | S&P / ASX All Ordinaries Index | Morningstar AUS Growth Target Index | MSCI World Index |
| Investment Exposure | Australian shares and listed property. International shares, fixed interest, alternatives and cash (via Exchange Traded Funds (ETF’s) and managed funds) | Australian shares and listed property. International shares, fixed interest, alternatives and cash (via Exchange Traded Funds (ETF’s) and managed funds) | Australian shares and listed property. International shares, fixed interest, alternatives and cash (via Exchange Traded Funds (ETF’s) and managed funds) |
| Portfolio Return (1 Year) to 31 MAR '26* | +23.2% p.a. | +20.0% p.a. | +46.0% p.a. |
| Portfolio Return (3 Years) p.a. to 31 MAR '26* | +12.6% p.a. | +12.1% p.a. | +22.6% p.a. |
| Portfolio Return (5 Years) p.a. to 31 MAR '26* | +10.6% p.a. | +10.1% p.a. | +14.7% p.a. |
| Minimum Investment | $50,000 AUD | $50,000 AUD | $50,000 AUD |
| Available Platforms | Macquarie Wrap | Macquarie Wrap | Macquarie Wrap |
Investment Solutions for Wholesale Investors Only
| Oakleigh 18.6 Strategic Investment Fund Learn More | Oakleigh Jupiter Fund Learn More | |
|---|---|---|
| Investment Philosophy | The investment portfolio of the Fund is tailored to a philosophy driven by the long-term cyclical real estate and banking cycle. | A managed fund designed to respond strongly when markets experience severe stress. |
| Investment Objective | The Portfolio aims to generate returns in excess of the global share market over a rolling 5-year period through a managed portfolio of Australian and International securities. | To seek strong absolute (after management fees and usual expenses) returns from significant market moves over time, including both sharp downturns and subsequent recoveris that may follow periods of stress. |
| Launched | 2021 | 2026 |
| Benchmark | MSCI World Index | N/A - Absolute return |
| Investment Exposure | Australian shares and listed property, international shares (via Exchange Traded Funds (ETF’s), managed investments, alternative investments and cash. | Australian and international equities (long and short), unleveraged and leveraged ETFs, index and commodity futures (long and short), call and put options, fixed income and cash. |
| Minimum Investment | $100,000 AUD | $100,000 AUD |
Oakleigh Managed Account Solutions
Oakleigh Investment Management is an approved Investment Manager with MIML (Macquarie Investment Management Limited).
What are the benefits of a Managed Account?
Transparency – You and your adviser can view all of the underlying securities in your portfolio (which you can’t do in a managed fund).
Agility – Managed Accounts offer the advantages of dynamic asset allocation, allowing the investment manager to take advantage of emerging opportunities and manage risk for your investment portfolio.
Lower transaction costs - Trades in listed security trades are aggregated, which means an investor is likely to pay lower brokerage than they would pay if trading listed securities directly.
Tax efficiency – Your tax position is unaffected by other investors. There is also no inherited tax liability, as can occur in a managed fund.
Convenience – Once you decide on which portfolio option best suits you, the investment manager can manage your investment portfolio and rebalance without having to provide additional advice.
Administrative ease – Managed Accounts offer comprehensive reporting.
Portability – You can exit a Managed Account and transfer shares out, transfer shares between Portfolios and in some cases transfer shares into the Managed Accounts.
What is a Managed Account?
You, your Superannuation, Pension, Self-Managed Superannuation Fund or Family Trust are the owner of a portfolio of investments
Investments are owned by you, and held on your behalf by a custodian
Managed Accounts differ from managed funds, (Unit Trusts), where you have an interest in a pool of assets
The investments are managed for you by a professional manager
Administered on your behalf
Administered by a Wrap service on your behalf i.e. you have beneficial ownership
As changes are made to each Oakleigh portfolio, these changes are reflected and made for all clients invested in that portfolio simultaneously
What are the Managed Account investment platforms?
The Oakleigh portfolios are available on multiple Macquarie Wrap platforms
Options for a diverse range of clients with both investment and super/pension catered for:
Direct investment, trusts, SMSF, superannuation and pension accounts
Macquarie platforms offer a cost competitive alternative to a range of different client types:
Manager II – Typically useful for simple or smaller investment needs
Consolidator II – Elevate – Typically beneficial for multiple or larger accounts i.e. SMSFs, trusts or other/multiple family members investment accounts
High online and technical capabilities – online and mobile (App) access
Cost Savings – low administration and transaction fees
Timely, competent client and adviser support provided
To find out more about Oakleigh Investment Management, talk to one of our experienced Financial Advisers and learn how we can help you manage your wealth and secure your future.