Oakleigh 18.6 Strategic Investment Portfolio
The Oakleigh 18.6 Strategic Investment Portfolio is an investment solution tailored to a philosophy driven by the long-term cyclical Real Estate and Banking Cycle.
The Portfolio is available via:
A Separately Managed Portfolio (SMA) on Macquarie Wrap (including Macquarie Super and Pension platforms), and
A Managed Fund (Wholesale Unit Trust)
Investment objective: The Oakleigh 18.6 Strategic Investment Portfolio aims to generate long-term returns above its Benchmark (a proxy for the global sharemarket return) over the long term.
Benchmark: MSCI World Index (USD)
Suggested Investment Timeframe: 5+ years
Minimum Investment: $100,000
Management Fee: 0.95% per annum
Valuations: Quarterly as at the last business day of the quarter
The Oakleigh 18.6 Strategic Investment Portfolio/Fund is designed for investors seeking:
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Dynamic Asset Allocation
A portfolio invested and positioned in line with risk and reward dynamics that emerge in the various stages of the 18-20 year Real Estate and Banking Cycle.
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Aligned with Real Estate and Banking Cycle
Are comfortable investing in line with the Real Estate and Banking cycle with at times having a high exposure to equities and the volatility that may result from this and at other times hold a high exposure of cash with the aim of preserving capital.
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Diversification
Value having access to a professionally managed investment portfolio that is well diversified across growth assets (such as shares and property) and defensive assets (such as bonds, precious metals and cash) from around the world.
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Focus
Understand that the investment approach allows the Investment Manager to concentrate the investment portfolio in the opportunities they perceive to have the best risk-adjusted return.
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Professional Management
To have their investment portfolio managed by a team of experienced investment professionals - fund managers, financial advisers and world leading experts on the Real Estate and Banking Cycle.
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Transparency
Investors can view their own holdings in real-time.
| Category | 18.6 Strategic Investment Managed Fund Details |
|---|---|
| Investment Objective | The Oakleigh 18.6 Strategic Investment Portfolio aims to generate long-term returns above its benchmark. |
| Investment Strategy | Invest in a diversified portfolio positioned around the long-term real estate and banking cycle. |
| Benchmark | MSCI World Index (USD) |
| Suggested Investment | 5+ years |
| Availability | Units in the 18.6 Strategic Investment Fund, a wholesale managed investment scheme. |
| Minimum Investment | $100,000 |
| Management Fee | 0.95% per annum of the Net Asset Value (before fees and expenses). |
| Performance Fee | 22% of returns above benchmark (after fees), subject to a high watermark. |
| Investments | Australian & international equities, ETFs, property securities, bonds, and cash. |
| Asset Allocation |
Equities: 0–99%
Cash: 1–100%
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| Valuations | Monthly, at the last business day of the month. |
Investment Committee - 18.6 Strategic Investment Portfolio
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Tim Moffatt
>20 years in Stockbroking, Financial Advisory and Wealth Management
Managing Director and Portfolio Manager
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David Prescott
> 20 years Funds Management Experience in Australia & the UK.
Director Lanyon Asset Management
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Phil Anderson
Director and Founder of Property Sharemarket Economics
Author of "The Secret Wealth Advantage"
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Akhil Patel
Director and Founder of Property Sharemarket Economics
Author of "The Secret Wealth Advantage"
The Investment Committee of the Oakleigh 18.6 Strategic Investment Portfolio comprises four members with over 80 years of combined experience in the securities and real estate markets - Tim Moffatt of the Oakleigh Group, David Prescott of Lanyon Asset Management, Phil Anderson and Ahkil Patel of Property Share Market Economics.
Phil and Ahkil provide asset allocation, geographic and sub-sector preference input specific to the Real Estate and Banking Cycle. They oversee of the Oakleigh 18.6 Strategic Investment Portfolio & Fund.
Frequently Asked Questions
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The Real Estate and Banking Cycle refers to a long- term property and banking cycle initially identified in the 1930s and later built upon in the 1950’s, then by Economist Fred Harrison in the 1980’s and Phil Anderson in recent times.
The long-term Real Estate Cycle develops over four distinct stages:
First Expansion (5 – 7 years): characterised by improving economic activity and recovery from deep recessionary conditions
Mid-cycle Slowdown (1 - 2 years): characterised by a general slump in business activity, importantly not involving real estate nor by extension the banking sector in a material fashion
Second Expansion (5 – 7 years): characterised by improving and then strong economic conditions, asset speculation and excessive leverage
Cyclical Peak, Bust & Recovery (4 years): characterised by deep asset price slumps, including land, causing acute banking pressures that causes heavy economic contraction, business failures and severe economic hardship
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The Portfolio will allocate capital counter cyclically at times to preserve capital of heightened risk and in growth assets in cyclically favourable times:
Tactical Asset Allocation around the Real Estate and Banking Cycle which generally spans 18 -20 years
Flexible Multi-Sector asset allocation
The focus of this investment approach is to leverage the long-term Real Estate and Banking Cycle and its significant influence on asset markets at different stages of the cycle.
Active management of a diversified portfolio which seeks to minimise losses during market downturns at times will be high exposure to equities and at other times to cash/bonds
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Capital Preservation
Where and which phase of the long-term Real Estate and Banking Cycle dictates how much risk we are willing to accept with the ultimate aim of preserving investment capital.
Quality
We focus on buying good quality investments at attractive prices looking at characteristics such as low debt levels, sustainable free cashflow, competitive advantage and earnings.
Sub-Sector Preferences
Depending on the phase of the cycle, we will look for asset classes and industry sectors to focus on to achieve the most favourable risk/review returns from our investments during the respective time period.
Diversification
You are less exposed to the risks of investing when your money is spread across a mix of different investments (e.g. shares, property, bonds and cash) that complement each other. In other words, simply holding more of the same/ similar thing is not the same as true diversification.
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Oakleigh Investment Management Pty Limited is part of the Oakleigh Financial Services group, an Adelaide based, boutique financial services business with advisers who have been providing financial solutions to small business owners, families and high-net-worth clients for over fifteen years. The group specialise in portfolio construction, asset allocation and investment management with a focus on equities.
Oakleigh Investment Management is advised by the experienced investment professionals that comprise its Investment Committee.
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The Investment Committee of the Oakleigh 18.6 Strategic Investment Portfolio comprises four members with over 80 years of combined experience in the real estate and securities markets:
Tim Moffatt of Oakleigh
Phil Anderson of Property Share Market Economics
Akhil Patel of Property Share Market Economics.
David Prescott of Lanyon Asset Management
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A number of presentation video’s are found on Oakleigh - YouTube